First Trust Direct Indexing’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $888K | Buy |
|
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|
2024
Q2 | $718K | Buy |
|
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|
2024
Q1 | $631K | Sell |
|
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|
2023
Q4 | $683K | Buy |
|
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|
2023
Q3 | $526K | Buy |
|
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|
2023
Q2 | $555K | Sell |
|
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|
2023
Q1 | $639K | Sell |
|
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|
2022
Q4 | $521K | Buy |
|
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|
2022
Q3 | $403K | Buy |
|
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|
2022
Q2 | $376K | Buy |
|
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|
2022
Q1 | $445K | Sell |
|
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|
2021
Q4 | $417K | Sell |
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|
2021
Q3 | $366K | Buy |
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|
2021
Q2 | $378K | Buy |
|
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $152K | Buy |
|