Elevated Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,701
| Closed | -$515K | – | 194 |
|
|
2023
Q1 | $515K | Sell |
10,701
-2,050
| -16% | -$98.7K | 0.18% | 122 |
|
|
2022
Q4 | $498K | Sell |
12,751
-55
| -0.4% | -$2.15K | 0.19% | 115 |
|
|
2022
Q3 | $414K | Buy |
+12,806
| New | +$414K | 0.16% | 123 |
|
|
2022
Q1 | $609K | Buy |
+12,806
| New | +$609K | 0.2% | 129 |
|
|
2021
Q3 | $390K | Buy |
+10,374
| New | +$390K | 0.13% | 143 |
|