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Global Wealth Management Investment Advisory’s Wheaton Precious Metals WPM Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-70
Closed -$3.02K – 505
2023
Q2 		$3.02K Buy
+70
New +$3.33K ﹤0.01% 369

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Global Wealth Management Investment Advisory's WPM Position: Q3 2023 in Review

Global Wealth Management Investment Advisory sold out of Wheaton Precious Metals (WPM) in Q3 2023, closing a stake of 70 shares — an estimated $3.02K sold.

Global Wealth Management Investment Advisory first reported a position in WPM in Q2 2023 and held it in 1 quarter. The position peaked at $3.02K in Q2 2023. 487 funds tracked by Wall St. Rank hold WPM as of Q3 2023.

  • Global Wealth Management Investment Advisory reported no remaining Wheaton Precious Metals position as of Q3 2023 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 70 Wheaton Precious Metals shares in Q3 2023, an estimated $3.02K.
  • Global Wealth Management Investment Advisory first reported a position in Wheaton Precious Metals in Q2 2023 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Wheaton Precious Metals position peaked at $3.02K in Q2 2023.
  • 487 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q3 2023.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2023, filed 6 Nov 2023.