Gideon Capital Advisors’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,479
| Closed | -$222K | – | 402 |
|
|
2019
Q3 | $222K | Buy |
+8,479
| New | +$222K | 0.07% | 270 |
|
|
2017
Q4 | – | Sell |
-11,696
| Closed | -$223K | – | 418 |
|
|
2017
Q3 | $223K | Buy |
+11,696
| New | +$223K | 0.22% | 233 |
|
|
2017
Q2 | – | Sell |
-25,497
| Closed | -$531K | – | 419 |
|
|
2017
Q1 | $531K | Buy |
+25,497
| New | +$531K | 0.32% | 88 |
|
|
2016
Q4 | – | Sell |
-15,339
| Closed | -$415K | – | 483 |
|
|
2016
Q3 | $415K | Buy |
+15,339
| New | +$415K | 0.25% | 109 |
|
|
2014
Q1 | – | Sell |
-18,955
| Closed | -$407K | – | 297 |
|
|
2013
Q4 | $407K | Buy |
+18,955
| New | +$407K | 0.24% | 116 |
|