Howe & Rusling’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-200
| Closed | -$3K | – | 1077 |
|
|
2015
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 803 |
|
|
2015
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 672 |
|
|
2014
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 676 |
|
|
2014
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 661 |
|
|
2014
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 624 |
|
|
2014
Q1 | $5K | Sell |
200
-50
| -20% | -$1.25K | ﹤0.01% | 682 |
|
|
2013
Q4 | $5K | Buy |
250
+50
| +25% | +$1K | ﹤0.01% | 612 |
|
|
2013
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 706 |
|
|
2013
Q2 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 751 |
|