Fieldpoint Private Securities’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-93
| Closed | -$4K | – | 1758 |
|
|
2022
Q1 | $4K | Hold |
93
| – | – | ﹤0.01% | 1368 |
|
|
2021
Q4 | $4K | Hold |
93
| – | – | ﹤0.01% | 1364 |
|
|
2021
Q3 | $3K | Buy |
+93
| New | +$3K | ﹤0.01% | 1419 |
|
|
2021
Q2 | – | Sell |
-236
| Closed | -$9K | – | 1652 |
|
|
2021
Q1 | $9K | Sell |
236
-3,615
| -94% | -$138K | ﹤0.01% | 1044 |
|
|
2020
Q4 | $161K | Sell |
3,851
-2,829
| -42% | -$118K | 0.04% | 320 |
|
|
2020
Q3 | $328K | Buy |
6,680
+1,584
| +31% | +$77.8K | 0.1% | 216 |
|
|
2020
Q2 | $224K | Buy |
+5,096
| New | +$224K | 0.08% | 223 |
|