Kingsview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,673
| Closed | -$466K | – | 981 |
|
|
2023
Q1 | $466K | Sell |
9,673
-75
| -0.8% | -$3.61K | 0.02% | 596 |
|
|
2022
Q4 | $381K | Sell |
9,748
-909
| -9% | -$35.5K | 0.02% | 591 |
|
|
2022
Q3 | $345K | Sell |
10,657
-6,085
| -36% | -$197K | 0.02% | 600 |
|
|
2022
Q2 | $603K | Buy |
16,742
+480
| +3% | +$17.3K | 0.03% | 495 |
|
|
2022
Q1 | $774K | Buy |
16,262
+5,614
| +53% | +$267K | 0.03% | 469 |
|
|
2021
Q4 | $457K | Buy |
10,648
+2
| +0% | +$86 | 0.02% | 593 |
|
|
2021
Q3 | $400K | Buy |
10,646
+14
| +0.1% | +$526 | 0.02% | 609 |
|
|
2021
Q2 | $468K | Sell |
10,632
-34
| -0.3% | -$1.5K | 0.02% | 573 |
|
|
2021
Q1 | $426K | Buy |
10,666
+110
| +1% | +$4.39K | 0.02% | 542 |
|
|
2020
Q4 | $441K | Sell |
10,556
-118
| -1% | -$4.93K | 0.03% | 473 |
|
|
2020
Q3 | $524K | Buy |
10,674
+9
| +0.1% | +$442 | 0.05% | 353 |
|
|
2020
Q2 | $470K | Buy |
+10,665
| New | +$470K | 0.05% | 337 |
|