KMS Financial Services’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $405K | Sell |
20,263
-1,187
| -6% | -$23.7K | 0.06% | 307 |
|
|
2014
Q2 | $563K | Sell |
21,450
-233
| -1% | -$6.12K | 0.08% | 241 |
|
|
2014
Q1 | $492K | Sell |
21,683
-2,554
| -11% | -$58K | 0.08% | 258 |
|
|
2013
Q4 | $489K | Buy |
24,237
+9,435
| +64% | +$190K | 0.08% | 266 |
|
|
2013
Q3 | $367K | Sell |
14,802
-1,069
| -7% | -$26.5K | 0.09% | 256 |
|
|
2013
Q2 | $312K | Buy |
+15,871
| New | +$312K | 0.09% | 254 |
|