Ladenburg Thalmann 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.77M | Sell |
93,009
-9,905
| -10% | -$295K | 0.02% | 725 |
|
|
2019
Q3 | $2.7M | Sell |
102,914
-10,483
| -9% | -$275K | 0.02% | 696 |
|
|
2019
Q2 | $2.71M | Buy |
113,397
+6,576
| +6% | +$157K | 0.02% | 688 |
|
|
2019
Q1 | $2.55M | Buy |
106,821
+399
| +0.4% | +$9.51K | 0.02% | 675 |
|
|
2018
Q4 | $2.08M | Sell |
106,422
-1,111
| -1% | -$21.7K | 0.02% | 649 |
|
|
2018
Q3 | $1.88M | Buy |
107,533
+1,697
| +2% | +$29.6K | 0.02% | 756 |
|
|
2018
Q2 | $2.15M | Hold |
105,836
| – | – | 0.02% | 668 |
|
|
2018
Q1 | $2.15M | Sell |
105,836
-8,282
| -7% | -$169K | 0.02% | 668 |
|
|
2017
Q4 | $2.53M | Buy |
114,118
+508
| +0.4% | +$11.3K | 0.02% | 584 |
|
|
2017
Q3 | $2.17M | Buy |
113,610
+14,335
| +14% | +$274K | 0.02% | 586 |
|
|
2017
Q2 | $1.97M | Buy |
99,275
+4,360
| +5% | +$86.6K | 0.02% | 599 |
|
|
2017
Q1 | $1.98M | Sell |
94,915
-4,875
| -5% | -$102K | 0.03% | 569 |
|
|
2016
Q4 | $1.94M | Sell |
99,790
-15,308
| -13% | -$297K | 0.03% | 532 |
|
|
2016
Q3 | $3.07M | Buy |
115,098
+11,081
| +11% | +$295K | 0.05% | 369 |
|
|
2016
Q2 | $2.45M | Buy |
104,017
+33,791
| +48% | +$796K | 0.04% | 400 |
|
|
2016
Q1 | $1.16M | Sell |
70,226
-20,134
| -22% | -$334K | 0.02% | 631 |
|
|
2015
Q4 | $1.12M | Buy |
90,360
+28,316
| +46% | +$352K | 0.02% | 638 |
|
|
2015
Q3 | $744K | Buy |
62,044
+17,175
| +38% | +$206K | 0.02% | 777 |
|
|
2015
Q2 | $779K | Buy |
44,869
+537
| +1% | +$9.32K | 0.01% | 839 |
|
|
2015
Q1 | $843K | Buy |
44,332
+10,485
| +31% | +$199K | 0.02% | 767 |
|
|
2014
Q4 | $688K | Buy |
33,847
+23,548
| +229% | +$479K | 0.02% | 769 |
|
|
2014
Q3 | $205K | Sell |
10,299
-435
| -4% | -$8.66K | 0.01% | 1212 |
|
|
2014
Q2 | $282K | Buy |
10,734
+35
| +0.3% | +$920 | 0.01% | 1021 |
|
|
2014
Q1 | $243K | Sell |
10,699
-316
| -3% | -$7.18K | 0.01% | 1030 |
|
|
2013
Q4 | $223K | Sell |
11,015
-2,719
| -20% | -$55K | 0.01% | 1024 |
|
|
2013
Q3 | $339K | Buy |
13,734
+3,519
| +34% | +$86.9K | 0.01% | 812 |
|
|
2013
Q2 | $201K | Buy |
+10,215
| New | +$201K | 0.01% | 971 |
|