Crewe Advisors’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11
| Closed | -$543 | – | 1019 |
|
|
2023
Q4 | $543 | Hold |
11
| – | – | ﹤0.01% | 328 |
|
|
2023
Q3 | $447 | Hold |
11
| – | – | ﹤0.01% | 393 |
|
|
2023
Q2 | $476 | Sell |
11
-129
| -92% | -$5.58K | ﹤0.01% | 631 |
|
|
2023
Q1 | $6.74K | Hold |
140
| – | – | ﹤0.01% | 602 |
|
|
2022
Q4 | $5.47K | Buy |
140
+129
| +1,173% | +$5.04K | ﹤0.01% | 653 |
|
|
2022
Q3 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1285 |
|
|
2020
Q4 | – | Sell |
-35
| Closed | -$2K | – | 653 |
|
|
2020
Q3 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 542 |
|