Homrich & Berg’s Wheaton Precious Metals WPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-5,319	Closed	-$234K	–	503
2021 Q2	$234K	Buy	5,319 +16	+0.3%	+$704	0.01%	422
2021 Q1	$203K	Hold	5,303	–	–	0.01%	406
2020 Q4	$221K	Buy	+5,303	New	+$221K	0.01%	362