CWA
Cypress Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-12,405
| Closed | -$259K | – | 181 |
|
|
2017
Q1 | $259K | Sell |
12,405
-2,771
| -18% | -$57.9K | 0.12% | 160 |
|
|
2016
Q4 | $293K | Buy |
15,176
+480
| +3% | +$9.27K | 0.13% | 139 |
|
|
2016
Q3 | $397K | Buy |
14,696
+217
| +1% | +$5.86K | 0.18% | 113 |
|
|
2016
Q2 | $341K | Hold |
14,479
| – | – | 0.17% | 118 |
|
|
2016
Q1 | $240K | Hold |
14,479
| – | – | 0.11% | 159 |
|
|
2015
Q4 | $180K | Hold |
14,479
| – | – | 0.09% | 170 |
|
|
2015
Q3 | $174K | Buy |
+14,479
| New | +$174K | 0.09% | 173 |
|