Financial Architects (New Jersey)’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-600
| Closed | -$13K | – | 1432 |
|
|
2017
Q4 | $13K | Sell |
600
-200
| -25% | -$4.33K | ﹤0.01% | 951 |
|
|
2017
Q3 | $15K | Hold |
800
| – | – | ﹤0.01% | 934 |
|
|
2017
Q2 | $16K | Hold |
800
| – | – | ﹤0.01% | 919 |
|
|
2017
Q1 | $17K | Hold |
800
| – | – | ﹤0.01% | 891 |
|
|
2016
Q4 | $15K | Buy |
+800
| New | +$15K | ﹤0.01% | 903 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 906 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$8K | – | 1217 |
|
|
2015
Q1 | $8K | Buy |
+400
| New | +$8K | ﹤0.01% | 768 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 1016 |
|