FirstPurpose Wealth’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
Q1 | $237K | Hold |
4,622
| – | – | 0.09% | 186 |
|
|
2023
Q4 | $228K | Buy |
+4,622
| New | +$228K | 0.09% | 186 |
|
|
2023
Q2 | – | Sell |
-4,622
| Closed | -$223K | – | 211 |
|
|
2023
Q1 | $223K | Buy |
+4,622
| New | +$223K | 0.11% | 167 |
|
|
2022
Q2 | – | Sell |
-4,666
| Closed | -$222K | – | 160 |
|
|
2022
Q1 | $222K | Hold |
4,666
| – | – | 0.17% | 119 |
|
|
2021
Q4 | $200K | Buy |
+4,666
| New | +$200K | 0.13% | 137 |
|