Greenleaf Trust’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-9,508
| Closed | -$210K | – | 564 |
|
|
2018
Q2 | $210K | Buy |
+9,508
| New | +$210K | ﹤0.01% | 469 |
|
|
2018
Q1 | – | Sell |
-9,546
| Closed | -$211K | – | 672 |
|
|
2017
Q4 | $211K | Buy |
+9,546
| New | +$211K | ﹤0.01% | 420 |
|
|
2017
Q3 | – | Sell |
-10,778
| Closed | -$214K | – | 708 |
|
|
2017
Q2 | $214K | Buy |
+10,778
| New | +$214K | ﹤0.01% | 337 |
|