Kore Private Wealth’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,620
| Closed | -$292K | – | 472 |
|
|
2021
Q2 | $292K | Buy |
6,620
+1,274
| +24% | +$56.2K | 0.03% | 322 |
|
|
2021
Q1 | $204K | Buy |
+5,346
| New | +$204K | 0.03% | 345 |
|
|
2020
Q3 | – | Sell |
-1,847
| Closed | -$81K | – | 1094 |
|
|
2020
Q2 | $81K | Buy |
1,847
+40
| +2% | +$1.75K | 0.02% | 370 |
|
|
2020
Q1 | $50K | Buy |
1,807
+1,639
| +976% | +$45.4K | 0.01% | 417 |
|
|
2019
Q4 | $5K | Buy |
+168
| New | +$5K | ﹤0.01% | 864 |
|