Edge Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,000
| Closed | -$115K | – | 556 |
|
|
2017
Q2 | $115K | Hold |
6,000
| – | – | 0.04% | 160 |
|
|
2017
Q1 | $126K | Sell |
6,000
-5,485
| -48% | -$115K | 0.04% | 148 |
|
|
2016
Q4 | $223K | Buy |
+11,485
| New | +$223K | 0.08% | 110 |
|
|
2016
Q2 | – | Sell |
-500
| Closed | -$8K | – | 483 |
|
|
2016
Q1 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 309 |
|
|
2014
Q1 | – | Sell |
-650
| Closed | -$13K | – | 435 |
|
|
2013
Q4 | $13K | Buy |
+650
| New | +$13K | 0.01% | 254 |
|
|
2013
Q3 | – | Sell |
-500
| Closed | -$10K | – | 364 |
|
|
2013
Q2 | $10K | Buy |
+500
| New | +$10K | 0.01% | 238 |
|