Harfst & Associates’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-50
| Closed | – | – | 213 |
|
2017
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 301 |
|
2017
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 284 |
|
2016
Q1 | – | Sell |
-1,050
| Closed | -$13K | – | 248 |
|
2015
Q4 | $13K | Hold |
1,050
| – | – | 0.01% | 228 |
|
2015
Q3 | $13K | Sell |
1,050
-17,200
| -94% | -$213K | 0.01% | 221 |
|
2015
Q2 | $316K | Buy |
+18,250
| New | +$316K | 0.18% | 43 |
|