Disciplined Investments’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$43.2K | – | 1564 |
|
|
2023
Q2 | $43.2K | Hold |
1,000
| – | – | 0.02% | 210 |
|
|
2023
Q1 | $48.2K | Hold |
1,000
| – | – | 0.02% | 226 |
|
|
2022
Q4 | $39.1K | Hold |
1,000
| – | – | 0.02% | 228 |
|
|
2022
Q3 | $32K | Hold |
1,000
| – | – | 0.01% | 264 |
|
|
2022
Q2 | $36K | Hold |
1,000
| – | – | 0.02% | 257 |
|
|
2022
Q1 | $48K | Hold |
1,000
| – | – | 0.02% | 226 |
|
|
2021
Q4 | $43K | Hold |
1,000
| – | – | 0.02% | 222 |
|
|
2021
Q3 | $38K | Hold |
1,000
| – | – | 0.02% | 224 |
|
|
2021
Q2 | $44K | Hold |
1,000
| – | – | 0.02% | 206 |
|
|
2021
Q1 | $38K | Hold |
1,000
| – | – | 0.02% | 194 |
|
|
2020
Q4 | $42K | Hold |
1,000
| – | – | 0.03% | 161 |
|
|
2020
Q3 | $49K | Hold |
1,000
| – | – | 0.04% | 157 |
|
|
2020
Q2 | $44K | Hold |
1,000
| – | – | 0.03% | 173 |
|
|
2020
Q1 | $28K | Hold |
1,000
| – | – | 0.03% | 194 |
|
|
2019
Q4 | $30K | Buy |
+1,000
| New | +$30K | 0.03% | 204 |
|