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 |
|