LFA
Legacy Financial Advisors’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-54
| Closed | -$1K | – | 910 |
|
|
2019
Q1 | $1K | Sell |
54
-346
| -87% | -$6.41K | ﹤0.01% | 1028 |
|
|
2018
Q4 | $8K | Hold |
400
| – | – | ﹤0.01% | 636 |
|
|
2018
Q3 | $7K | Sell |
400
-53
| -12% | -$928 | ﹤0.01% | 625 |
|
|
2018
Q2 | $10K | Hold |
453
| – | – | ﹤0.01% | 535 |
|
|
2018
Q1 | $9K | Hold |
453
| – | – | ﹤0.01% | 512 |
|
|
2017
Q4 | $10K | Buy |
+453
| New | +$10K | ﹤0.01% | 488 |
|