Jolley Asset Management’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-330
| Closed | -$7K | – | 160 |
|
|
2018
Q2 | $7K | Hold |
330
| – | – | ﹤0.01% | 158 |
|
|
2018
Q1 | $7K | Hold |
330
| – | – | ﹤0.01% | 167 |
|
|
2017
Q4 | $7K | Hold |
330
| – | – | ﹤0.01% | 161 |
|
|
2017
Q3 | $6K | Hold |
330
| – | – | ﹤0.01% | 164 |
|
|
2017
Q2 | $7K | Hold |
330
| – | – | ﹤0.01% | 154 |
|
|
2017
Q1 | $7K | Hold |
330
| – | – | 0.01% | 142 |
|
|
2016
Q4 | $6K | Buy |
+330
| New | +$6K | ﹤0.01% | 144 |
|