Hantz Financial Services’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,090
| Closed | -$51K | – | 1291 |
|
|
2024
Q1 | $51K | Buy |
1,090
+90
| +9% | +$4.21K | ﹤0.01% | 663 |
|
|
2023
Q4 | $49K | Hold |
1,000
| – | – | ﹤0.01% | 650 |
|
|
2023
Q3 | $41K | Hold |
1,000
| – | – | ﹤0.01% | 651 |
|
|
2023
Q2 | $43K | Hold |
1,000
| – | – | ﹤0.01% | 636 |
|
|
2023
Q1 | $48K | Hold |
1,000
| – | – | ﹤0.01% | 629 |
|
|
2022
Q4 | $39K | Sell |
1,000
-60
| -6% | -$2.34K | ﹤0.01% | 630 |
|
|
2022
Q3 | $34K | Hold |
1,060
| – | – | ﹤0.01% | 624 |
|
|
2022
Q2 | $38K | Hold |
1,060
| – | – | ﹤0.01% | 615 |
|
|
2022
Q1 | $50K | Buy |
+1,060
| New | +$50K | ﹤0.01% | 613 |
|
|
2021
Q2 | – | Sell |
-220
| Closed | -$8K | – | 851 |
|
|
2021
Q1 | $8K | Buy |
+220
| New | +$8K | ﹤0.01% | 613 |
|