ERTS Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
– Sell
-24
Closed – – 304
2018
Q4
$0 Buy
+24
New +$409 ﹤0.01% 338

Other funds holding WPM

ERTS Wealth Advisors's WPM Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of Wheaton Precious Metals (WPM) in Q1 2019, closing a stake of 24 shares.

ERTS Wealth Advisors first reported a position in WPM in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 343 funds tracked by Wall St. Rank hold WPM as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining Wheaton Precious Metals position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 24 Wheaton Precious Metals shares in Q1 2019.
  • ERTS Wealth Advisors first reported a position in Wheaton Precious Metals in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's Wheaton Precious Metals position peaked at $0 in Q4 2018.
  • 343 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.