Foresight 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,149
| Closed | -$330K | – | 119 |
|
|
2022
Q2 | $330K | Hold |
9,149
| – | – | 0.07% | 79 |
|
|
2022
Q1 | $435K | Hold |
9,149
| – | – | 0.08% | 73 |
|
|
2021
Q4 | $393K | Hold |
9,149
| – | – | 0.01% | 88 |
|
|
2021
Q3 | $344K | Hold |
9,149
| – | – | 0.07% | 87 |
|
|
2021
Q2 | $403K | Sell |
9,149
-125
| -1% | -$5.51K | 0.09% | 81 |
|
|
2021
Q1 | $354K | Sell |
9,274
-140
| -1% | -$5.34K | 0.09% | 86 |
|
|
2020
Q4 | $393K | Buy |
9,414
+2,700
| +40% | +$113K | 0.1% | 77 |
|
|
2020
Q3 | $329K | Hold |
6,714
| – | – | 0.11% | 65 |
|
|
2020
Q2 | $296K | Buy |
+6,714
| New | +$296K | 0.13% | 70 |
|