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