Financial Gravity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-48
| Closed | -$4.22K | – | 1775 |
|
|
2023
Q1 | $4.22K | Buy |
+48
| New | +$4.22K | 0.13% | 186 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 946 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 774 |
|
|
2020
Q2 | – | Sell |
-5
| Closed | -$134 | – | 940 |
|
|
2020
Q1 | $134 | Sell |
5
-14
| -74% | -$375 | ﹤0.01% | 837 |
|
|
2019
Q4 | $30K | Sell |
19
-2
| -10% | -$3.16K | 0.02% | 865 |
|
|
2019
Q3 | $1K | Buy |
21
+1
| +5% | +$48 | ﹤0.01% | 1130 |
|
|
2019
Q2 | $0 | Sell |
20
-158
| -89% | – | ﹤0.01% | 1712 |
|
|
2019
Q1 | $4K | Buy |
+178
| New | +$4K | ﹤0.01% | 786 |
|
|
2018
Q3 | $6K | Buy |
351
+30
| +9% | +$513 | 0.01% | 706 |
|
|
2018
Q2 | $7K | Buy |
321
+31
| +11% | +$676 | 0.01% | 666 |
|
|
2018
Q1 | $6K | Buy |
+290
| New | +$6K | 0.01% | 699 |
|