First Allied Advisory Services’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $555K | Buy |
11,347
+126
| +1% | +$6.16K | 0.02% | 658 |
|
|
2020
Q2 | $492K | Sell |
11,221
-1,339
| -11% | -$58.7K | 0.02% | 657 |
|
|
2020
Q1 | $342K | Buy |
12,560
+624
| +5% | +$17K | 0.01% | 727 |
|
|
2019
Q4 | $357K | Sell |
11,936
-1,655
| -12% | -$49.5K | 0.01% | 848 |
|
|
2019
Q3 | $357K | Buy |
13,591
+79
| +0.6% | +$2.08K | 0.01% | 813 |
|
|
2019
Q2 | $328K | Sell |
13,512
-984
| -7% | -$23.9K | 0.01% | 847 |
|
|
2019
Q1 | $346K | Sell |
14,496
-375
| -3% | -$8.95K | 0.01% | 805 |
|
|
2018
Q4 | $292K | Sell |
14,871
-3,731
| -20% | -$73.3K | 0.01% | 792 |
|
|
2018
Q3 | $325K | Buy |
18,602
+2,158
| +13% | +$37.7K | 0.01% | 877 |
|
|
2018
Q2 | $361K | Buy |
16,444
+4,340
| +36% | +$95.3K | 0.01% | 804 |
|
|
2018
Q1 | $245K | Buy |
12,104
+1,089
| +10% | +$22K | 0.01% | 957 |
|
|
2017
Q4 | $242K | Buy |
+11,015
| New | +$242K | 0.01% | 973 |
|
|
2015
Q3 | – | Sell |
-11,553
| Closed | -$199K | – | 1154 |
|
|
2015
Q2 | $199K | Sell |
11,553
-6,493
| -36% | -$112K | 0.01% | 1031 |
|
|
2015
Q1 | $345K | Sell |
18,046
-4,135
| -19% | -$79.1K | 0.02% | 720 |
|
|
2014
Q4 | $447K | Sell |
22,181
-12,625
| -36% | -$254K | 0.03% | 565 |
|
|
2014
Q3 | $694K | Buy |
34,806
+10,140
| +41% | +$202K | 0.06% | 406 |
|
|
2014
Q2 | $643K | Sell |
24,666
-2,702
| -10% | -$70.4K | 0.05% | 445 |
|
|
2014
Q1 | $623K | Buy |
+27,368
| New | +$623K | 0.05% | 446 |
|