First Personal Financial 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $22K | Sell |
360
-25
| -6% | -$1.53K | ﹤0.01% | 258 |
|
2024
Q2 | $20.2K | Hold |
385
| – | – | ﹤0.01% | 238 |
|
2024
Q1 | $18.1K | Sell |
385
-716
| -65% | -$33.7K | ﹤0.01% | 246 |
|
2023
Q4 | $54.3K | Sell |
1,101
-123
| -10% | -$6.07K | 0.01% | 198 |
|
2023
Q3 | $49.6K | Sell |
1,224
-234
| -16% | -$9.49K | 0.01% | 197 |
|
2023
Q2 | $63K | Hold |
1,458
| – | – | 0.02% | 192 |
|
2023
Q1 | $70.2K | Buy |
1,458
+123
| +9% | +$5.92K | 0.02% | 183 |
|
2022
Q4 | $52.2K | Buy |
1,335
+262
| +24% | +$10.2K | 0.01% | 203 |
|
2022
Q3 | $35K | Buy |
+1,073
| New | +$35K | 0.01% | 234 |
|