JNBA Financial Advisors’s Wheaton Precious Metals WPM Stock Holding History

JNBA Financial Advisors’s Portfolio WPM Stock Details WPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-500	Closed	-$20.3K	–	754
2023 Q3	$20.3K	Hold	500	–	–	﹤0.01%	384
2023 Q2	$21.6K	Hold	500	–	–	﹤0.01%	383
2023 Q1	$24.1K	Hold	500	–	–	﹤0.01%	367
2022 Q4	$19.5K	Sell	500 -46	-8%	-$1.8K	﹤0.01%	376
2022 Q3	$18K	Buy	546 +46	+9%	+$1.52K	﹤0.01%	392
2022 Q2	$18K	Hold	500	–	–	﹤0.01%	411
2022 Q1	$24K	Hold	500	–	–	﹤0.01%	381
2021 Q4	$21K	Hold	500	–	–	﹤0.01%	413
2021 Q3	$19K	Hold	500	–	–	﹤0.01%	424
2021 Q2	$22K	Hold	500	–	–	﹤0.01%	388
2021 Q1	$19K	Hold	500	–	–	﹤0.01%	393
2020 Q4	$21K	Hold	500	–	–	﹤0.01%	361
2020 Q3	$25K	Sell	500 -100	-17%	-$5K	0.01%	313
2020 Q2	$26K	Hold	600	–	–	0.01%	301
2020 Q1	$17K	Hold	600	–	–	﹤0.01%	330
2019 Q4	$18K	Hold	600	–	–	﹤0.01%	361
2019 Q3	$16K	Sell	600 -200	-25%	-$5.33K	﹤0.01%	366
2019 Q2	$19K	Buy	800 +100	+14%	+$2.38K	﹤0.01%	352
2019 Q1	$17K	Hold	700	–	–	﹤0.01%	346
2018 Q4	$14K	Buy	700 +200	+40%	+$4K	﹤0.01%	343
2018 Q3	$9K	Sell	500 -200	-29%	-$3.6K	﹤0.01%	388
2018 Q2	$15K	Hold	700	–	–	﹤0.01%	352
2018 Q1	$14K	Hold	700	–	–	﹤0.01%	346
2017 Q4	$15K	Hold	700	–	–	﹤0.01%	341
2017 Q3	$13K	Hold	700	–	–	﹤0.01%	341
2017 Q2	$14K	Hold	700	–	–	﹤0.01%	329
2017 Q1	$15K	Buy	700 +500	+250%	+$10.7K	﹤0.01%	325
2016 Q4	$4K	Sell	200 -867	-81%	-$17.3K	﹤0.01%	427
2016 Q3	$29K	Buy	1,067 +767	+256%	+$20.8K	﹤0.01%	694
2016 Q2	$7K	Hold	300	–	–	﹤0.01%	380
2016 Q1	$5K	Hold	300	–	–	﹤0.01%	421
2015 Q4	$4K	Hold	300	–	–	﹤0.01%	436
2015 Q3	$4K	Hold	300	–	–	﹤0.01%	436
2015 Q2	$5K	Sell	300 -581	-66%	-$9.68K	﹤0.01%	416
2015 Q1	$17K	Buy	881 +581	+194%	+$11.2K	0.01%	310
2014 Q4	$6K	Hold	300	–	–	﹤0.01%	406
2014 Q3	$6K	Sell	300 -100	-25%	-$2K	﹤0.01%	428
2014 Q2	$11K	Hold	400	–	–	0.01%	342
2014 Q1	$9K	Sell	400 -108	-21%	-$2.43K	﹤0.01%	340
2013 Q4	$10K	Hold	508	–	–	0.01%	322
2013 Q3	$13K	Buy	+508	New	+$13K	0.01%	287