Financial Perspectives’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
Q1 | – | Sell |
-293
| Closed | -$12.6K | – | 696 |
|
|
2021
Q4 | $12.6K | Hold |
293
| – | – | 0.01% | 418 |
|
|
2021
Q3 | $11K | Hold |
293
| – | – | 0.01% | 434 |
|
|
2021
Q2 | $12.9K | Sell |
293
-10,903
| -97% | -$481K | 0.01% | 440 |
|
|
2021
Q1 | $293K | Buy |
11,196
+10,903
| +3,721% | +$285K | 0.01% | 357 |
|
|
2020
Q4 | $12.2K | Buy |
293
+50
| +21% | +$2.09K | 0.01% | 387 |
|
|
2020
Q3 | $11.9K | Buy |
243
+50
| +26% | +$2.45K | 0.01% | 351 |
|
|
2020
Q2 | $8.5K | Buy |
193
+50
| +35% | +$2.2K | 0.01% | 367 |
|
|
2020
Q1 | $3.94K | Hold |
143
| – | – | ﹤0.01% | 402 |
|
|
2019
Q4 | $4.25K | Buy |
+143
| New | +$4.25K | ﹤0.01% | 405 |
|