JPLA
Joseph P. Lucia & Associates’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-65
| Closed | -$2K | – | 447 |
|
|
2022
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 402 |
|
|
2022
Q1 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 398 |
|
|
2021
Q4 | – | Sell |
-65
| Closed | -$2K | – | 558 |
|
|
2021
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 531 |
|
|
2021
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 497 |
|
|
2021
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 517 |
|
|
2020
Q4 | $3K | Buy |
+65
| New | +$3K | ﹤0.01% | 431 |
|
|
2020
Q3 | – | Sell |
-65
| Closed | -$3K | – | 464 |
|
|
2020
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 421 |
|
|
2020
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 404 |
|
|
2019
Q4 | $2K | Hold |
65
| – | – | ﹤0.01% | 417 |
|
|
2019
Q3 | $2K | Hold |
65
| – | – | ﹤0.01% | 420 |
|
|
2019
Q2 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 413 |
|