JTC Employer Solutions Trustee’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,084
| Closed | -$42K | – | 402 |
|
2022
Q4 | $42K | Hold |
1,084
| – | – | ﹤0.01% | 280 |
|
2022
Q3 | $35K | Hold |
1,084
| – | – | 0.01% | 240 |
|
2022
Q2 | $39K | Hold |
1,084
| – | – | 0.01% | 210 |
|
2022
Q1 | $52K | Hold |
1,084
| – | – | 0.01% | 208 |
|
2021
Q4 | $46K | Hold |
1,084
| – | – | 0.01% | 219 |
|
2021
Q3 | $41K | Hold |
1,084
| – | – | 0.01% | 228 |
|
2021
Q2 | $48K | Buy |
+1,084
| New | +$48K | 0.01% | 215 |
|