Krilogy Financial’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,500
| Closed | -$26K | – | 700 |
|
|
2018
Q3 | $26K | Buy |
+1,500
| New | +$26K | 0.01% | 389 |
|
|
2018
Q2 | – | Sell |
-1,500
| Closed | -$31K | – | 665 |
|
|
2018
Q1 | $31K | Hold |
1,500
| – | – | 0.01% | 385 |
|
|
2017
Q4 | $33K | Hold |
1,500
| – | – | 0.01% | 369 |
|
|
2017
Q3 | $29K | Hold |
1,500
| – | – | 0.01% | 426 |
|
|
2017
Q2 | $30K | Hold |
1,500
| – | – | 0.01% | 389 |
|
|
2017
Q1 | $29K | Hold |
1,500
| – | – | 0.01% | 373 |
|
|
2016
Q4 | $29K | Hold |
1,500
| – | – | 0.01% | 373 |
|
|
2016
Q3 | $41K | Sell |
1,500
-200
| -12% | -$5.47K | 0.01% | 326 |
|
|
2016
Q2 | $40K | Buy |
1,700
+1,000
| +143% | +$23.5K | 0.01% | 340 |
|
|
2016
Q1 | $12K | Buy |
+700
| New | +$12K | ﹤0.01% | 455 |
|
|
2015
Q4 | – | Sell |
-725
| Closed | -$9K | – | 613 |
|
|
2015
Q3 | $9K | Buy |
+725
| New | +$9K | ﹤0.01% | 402 |
|