FVWA
Foster Victor Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,164
| Closed | -$316K | – | 151 |
|
|
2021
Q2 | $316K | Hold |
7,164
| – | – | 0.05% | 115 |
|
|
2021
Q1 | $294K | Sell |
7,164
-100
| -1% | -$4.1K | 0.05% | 116 |
|
|
2020
Q4 | $303K | Hold |
7,264
| – | – | 0.07% | 115 |
|
|
2020
Q3 | $356K | Buy |
7,264
+100
| +1% | +$4.9K | 0.1% | 105 |
|
|
2020
Q2 | $316K | Buy |
7,164
+164
| +2% | +$7.23K | 0.1% | 97 |
|
|
2020
Q1 | $245K | Buy |
+7,000
| New | +$245K | 0.11% | 85 |
|