Kingsview Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-9,673
Closed -$466K 982
2023
Q1
$466K Sell
9,673
-75
-0.8% -$3.28K 0.02% 596
2022
Q4
$381K Sell
9,748
-909
-9% -$32.9K 0.02% 591
2022
Q3
$345K Sell
10,657
-6,085
-36% -$200K 0.02% 600
2022
Q2
$603K Buy
16,742
+480
+3% +$20.8K 0.03% 495
2022
Q1
$774K Buy
16,262
+5,614
+53% +$244K 0.03% 469
2021
Q4
$457K Buy
10,648
+2
+0% +$82 0.02% 602
2021
Q3
$400K Buy
10,646
+14
+0.1% +$611 0.02% 610
2021
Q2
$468K Sell
10,632
-34
-0.3% -$1.51K 0.02% 574
2021
Q1
$426K Buy
10,666
+110
+1% +$4.37K 0.02% 543
2020
Q4
$441K Sell
10,556
-118
-1% -$5.27K 0.03% 474
2020
Q3
$524K Buy
10,674
+9
+0.1% +$459 0.05% 353
2020
Q2
$470K Buy
+10,665
New +$420K 0.05% 337

Other funds holding WPM