Investors Capital Advisory 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | $703K | Buy |
29,877
+993
| +3% | +$23.4K | 0.13% | 203 |
|
2016
Q1 | $478K | Buy |
28,884
+42
| +0.1% | +$695 | 0.1% | 282 |
|
2015
Q4 | $358K | Sell |
28,842
-252
| -0.9% | -$3.13K | 0.07% | 389 |
|
2015
Q3 | $349K | Buy |
29,094
+46
| +0.2% | +$552 | 0.07% | 388 |
|
2015
Q2 | $503K | Sell |
29,048
-2,223
| -7% | -$38.5K | 0.09% | 310 |
|
2015
Q1 | $594K | Buy |
31,271
+300
| +1% | +$5.7K | 0.11% | 256 |
|
2014
Q4 | $629K | Sell |
30,971
-5,498
| -15% | -$112K | 0.12% | 244 |
|
2014
Q3 | $726K | Buy |
36,469
+1,556
| +4% | +$31K | 0.14% | 207 |
|
2014
Q2 | $917K | Sell |
34,913
-2,538
| -7% | -$66.7K | 0.15% | 217 |
|
2014
Q1 | $850K | Sell |
37,451
-1,550
| -4% | -$35.2K | 0.18% | 168 |
|
2013
Q4 | $787K | Buy |
39,001
+9,701
| +33% | +$196K | 0.18% | 159 |
|
2013
Q3 | $725K | Sell |
29,300
-1,200
| -4% | -$29.7K | 0.19% | 152 |
|
2013
Q2 | $599K | Buy |
+30,500
| New | +$599K | 0.18% | 159 |
|