Guild Investment Management’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 |
-30,360
| Closed | -$797K | – | 59 |
|
|
2019
Q3 | $797K | Buy |
+30,360
| New | +$797K | 1.1% | 34 |
|
|
2017
Q2 | – | Sell |
-101,660
| Closed | -$2.12M | – | 37 |
|
|
2017
Q1 | $2.12M | Buy |
+101,660
| New | +$2.12M | 2.06% | 15 |
|
|
2016
Q3 | – | Sell |
-57,420
| Closed | -$1.35M | – | 38 |
|
|
2016
Q2 | $1.35M | Buy |
+57,420
| New | +$1.35M | 2.51% | 16 |
|
|
2015
Q2 | – | Sell |
-14,820
| Closed | -$282K | – | 27 |
|
|
2015
Q1 | $282K | Buy |
+14,820
| New | +$282K | 0.24% | 28 |
|
|
2014
Q3 | – | Sell |
-7,820
| Closed | -$205K | – | 47 |
|
|
2014
Q2 | $205K | Buy |
+7,820
| New | +$205K | 0.18% | 32 |
|