FinTrust Capital Advisors’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $23.2K | Hold |
380
| – | – | ﹤0.01% | 769 |
|
|
2024
Q2 | $19.9K | Hold |
380
| – | – | ﹤0.01% | 748 |
|
|
2024
Q1 | $17.9K | Hold |
380
| – | – | ﹤0.01% | 740 |
|
|
2023
Q4 | $18.8K | Sell |
380
-106
| -22% | -$5.23K | ﹤0.01% | 688 |
|
|
2023
Q3 | $19.7K | Hold |
486
| – | – | ﹤0.01% | 652 |
|
|
2023
Q2 | $19K | Hold |
486
| – | – | ﹤0.01% | 655 |
|
|
2023
Q1 | $19K | Hold |
486
| – | – | ﹤0.01% | 654 |
|
|
2022
Q4 | $19K | Hold |
486
| – | – | ﹤0.01% | 653 |
|
|
2022
Q3 | $15K | Hold |
486
| – | – | ﹤0.01% | 784 |
|
|
2022
Q2 | $16K | Hold |
486
| – | – | ﹤0.01% | 779 |
|
|
2022
Q1 | $23K | Hold |
486
| – | – | 0.01% | 737 |
|
|
2021
Q4 | $21K | Sell |
486
-1,600
| -77% | -$69.1K | 0.01% | 736 |
|
|
2021
Q3 | $78K | Sell |
2,086
-1,700
| -45% | -$63.6K | 0.02% | 466 |
|
|
2021
Q2 | $167K | Hold |
3,786
| – | – | 0.04% | 312 |
|
|
2021
Q1 | $144K | Hold |
3,786
| – | – | 0.04% | 331 |
|
|
2020
Q4 | $161K | Sell |
3,786
-6,022
| -61% | -$256K | 0.05% | 283 |
|
|
2020
Q3 | $481 | Buy |
9,808
+822
| +9% | +$40 | 0.09% | 116 |
|
|
2020
Q2 | $395K | Buy |
8,986
+7,480
| +497% | +$329K | 0.16% | 127 |
|
|
2020
Q1 | $41K | Hold |
1,506
| – | – | 0.02% | 478 |
|
|
2019
Q4 | $45K | Buy |
1,506
+106
| +8% | +$3.17K | 0.02% | 459 |
|
|
2019
Q3 | $37K | Hold |
1,400
| – | – | 0.01% | 495 |
|
|
2019
Q2 | $34K | Sell |
1,400
-40
| -3% | -$971 | 0.01% | 487 |
|
|
2019
Q1 | $34K | Buy |
1,440
+15
| +1% | +$354 | 0.01% | 464 |
|
|
2018
Q4 | $27K | Buy |
+1,425
| New | +$27K | 0.01% | 513 |
|