Ironwood Financial’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
Q4
Sell
-320
Closed -$12K 548
2021
Q3
$12K Hold
320
﹤0.01% 352
2021
Q2
$14K Hold
320
﹤0.01% 328
2021
Q1
$12K Hold
320
﹤0.01% 324
2020
Q4
$13K Hold
320
﹤0.01% 296
2020
Q3
$16K Hold
320
0.01% 221
2020
Q2
$14K Hold
320
0.01% 224
2020
Q1
$9K Hold
320
0.01% 228
2019
Q4
$10K Hold
320
﹤0.01% 261
2019
Q3
$8K Hold
320
﹤0.01% 283
2019
Q2
$8K Hold
320
﹤0.01% 286
2019
Q1
$8K Hold
320
﹤0.01% 279
2018
Q4
$6K Hold
320
﹤0.01% 292
2018
Q3
$6K Hold
320
﹤0.01% 297
2018
Q2
$7K Hold
320
﹤0.01% 215
2018
Q1
$7K Hold
320
0.01% 191
2017
Q4
$7K Hold
320
﹤0.01% 198
2017
Q3
$6K Hold
320
﹤0.01% 209
2017
Q2
$6K Hold
320
﹤0.01% 208
2017
Q1
$7K Hold
320
﹤0.01% 194
2016
Q4
$6K Hold
320
﹤0.01% 200
2016
Q3
$9K Hold
320
0.01% 174
2016
Q2
$8K Hold
320
0.01% 178
2016
Q1
$5K Buy
+320
New +$5K ﹤0.01% 215
2015
Q3
$4K Hold
320
﹤0.01% 295
2015
Q2
$6K Hold
320
﹤0.01% 238
2015
Q1
$6K Hold
320
﹤0.01% 238
2014
Q4
$7K Buy
+320
New +$7K ﹤0.01% 192