Guardian Wealth Advisors (North Carolina)’s Wheaton Precious Metals WPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-10,160
Closed -$433K 463
2023
Q3
$433K Buy
10,160
+190
+2% +$8.1K 0.07% 135
2023
Q2
$432K Buy
+9,970
New +$432K 0.07% 140