FIMG
Financial & Investment Management Group’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $3.89M | Sell |
199,248
-20,051
| -9% | -$392K | 1.42% | 23 |
|
|
2018
Q3 | $3.84M | Sell |
219,299
-8,837
| -4% | -$155K | 1.26% | 33 |
|
|
2018
Q2 | $5.03M | Sell |
228,136
-8,448
| -4% | -$186K | 1.59% | 25 |
|
|
2018
Q1 | $4.82M | Sell |
236,584
-184,105
| -44% | -$3.75M | 1.55% | 25 |
|
|
2017
Q4 | $9.31M | Buy |
420,689
+1,615
| +0.4% | +$35.7K | 3.23% | 6 |
|
|
2017
Q3 | $8M | Buy |
419,074
+70,847
| +20% | +$1.35M | 2.64% | 8 |
|
|
2017
Q2 | $6.93M | Sell |
348,227
-79,848
| -19% | -$1.59M | 2.53% | 11 |
|
|
2017
Q1 | $8.92M | Sell |
428,075
-98,924
| -19% | -$2.06M | 3.02% | 4 |
|
|
2016
Q4 | $10.2M | Buy |
526,999
+71,653
| +16% | +$1.38M | 3.93% | 3 |
|
|
2016
Q3 | $12.3M | Sell |
455,346
-6,192
| -1% | -$167K | 4.03% | 3 |
|
|
2016
Q2 | $10.9M | Sell |
461,538
-46,814
| -9% | -$1.1M | 3.31% | 6 |
|
|
2016
Q1 | $8.43M | Buy |
508,352
+2,600
| +0.5% | +$43.1K | 2.25% | 13 |
|
|
2015
Q4 | $6.28M | Buy |
505,752
+79,039
| +19% | +$982K | 1.75% | 20 |
|
|
2015
Q3 | $5.13M | Buy |
426,713
+59,421
| +16% | +$714K | 1.43% | 24 |
|
|
2015
Q2 | $6.37M | Sell |
367,292
-643
| -0.2% | -$11.2K | 1.64% | 20 |
|
|
2015
Q1 | $7M | Buy |
367,935
+80,090
| +28% | +$1.52M | 1.71% | 19 |
|
|
2014
Q4 | $5.85M | Buy |
287,845
+580
| +0.2% | +$11.8K | 1.55% | 22 |
|
|
2014
Q3 | $5.73M | Buy |
287,265
+1,508
| +0.5% | +$30.1K | 1.69% | 15 |
|
|
2014
Q2 | $7.51M | Buy |
285,757
+41,080
| +17% | +$1.08M | 2.14% | 12 |
|
|
2014
Q1 | $5.55M | Buy |
244,677
+38,795
| +19% | +$881K | 1.62% | 16 |
|
|
2013
Q4 | $4.16M | Buy |
205,882
+21,346
| +12% | +$431K | 1.31% | 21 |
|
|
2013
Q3 | $4.57M | Buy |
184,536
+902
| +0.5% | +$22.3K | 1.75% | 18 |
|
|
2013
Q2 | $3.61M | Buy |
+183,634
| New | +$3.61M | 2.01% | 16 |
|