J.P. Marvel Investment Advisors’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 |
-24,890
| Closed | -$935K | – | 73 |
|
|
2021
Q3 | $935K | Sell |
24,890
-480
| -2% | -$18K | 0.28% | 45 |
|
|
2021
Q2 | $1.12M | Sell |
25,370
-360
| -1% | -$15.9K | 0.24% | 58 |
|
|
2021
Q1 | $983K | Sell |
25,730
-5,940
| -19% | -$227K | 0.23% | 57 |
|
|
2020
Q4 | $1.32M | Sell |
31,670
-565
| -2% | -$23.6K | 0.34% | 51 |
|
|
2020
Q3 | $1.58M | Buy |
+32,235
| New | +$1.58M | 0.46% | 47 |
|