Focused Wealth Management’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 | – | Sell |
-17
| Closed | -$859 | – | 929 |
|
|
2023
Q4 | $859 | Hold |
17
| – | – | ﹤0.01% | 841 |
|
|
2023
Q3 | $706 | Hold |
17
| – | – | ﹤0.01% | 849 |
|
|
2023
Q2 | $753 | Hold |
17
| – | – | ﹤0.01% | 863 |
|
|
2023
Q1 | $834 | Hold |
17
| – | – | ﹤0.01% | 857 |
|
|
2022
Q4 | $677 | Hold |
17
| – | – | ﹤0.01% | 879 |
|
|
2022
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 876 |
|
|
2022
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 847 |
|
|
2022
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 901 |
|
|
2021
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 897 |
|
|
2021
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 892 |
|