Gradient Investments’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
Q2 | – | Sell |
-55
| Closed | -$3K | – | 1394 |
|
|
2022
Q1 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 1001 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$4K | – | 1268 |
|
|
2021
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 928 |
|
|
2020
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 823 |
|
|
2020
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 828 |
|
|
2018
Q2 | – | Sell |
-540
| Closed | -$11K | – | 1152 |
|
|
2018
Q1 | $11K | Buy |
+540
| New | +$11K | ﹤0.01% | 615 |
|
|
2015
Q4 | – | Sell |
-42
| Closed | -$1K | – | 754 |
|
|
2015
Q3 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 563 |
|