FWL Investment 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
Q3 | – | Sell |
-1,150
| Closed | -$60.3K | – | 327 |
|
2024
Q2 | $60.3K | Hold |
1,150
| – | – | 0.03% | 95 |
|
2024
Q1 | $54.2K | Hold |
1,150
| – | – | 0.03% | 90 |
|
2023
Q4 | $56.7K | Hold |
1,150
| – | – | 0.03% | 87 |
|
2023
Q3 | $46.6K | Buy |
+1,150
| New | +$46.6K | 0.03% | 94 |
|
2023
Q1 | – | Sell |
-3,000
| Closed | -$117K | – | 199 |
|
2022
Q4 | $117K | Buy |
+3,000
| New | +$117K | 0.09% | 66 |
|