Lenox Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 471 |
|
|
2020
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 499 |
|
|
2019
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 516 |
|
|
2019
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 546 |
|
|
2019
Q2 | $4K | Buy |
200
+121
| +153% | +$2.42K | ﹤0.01% | 545 |
|
|
2019
Q1 | $2K | Hold |
79
| – | – | ﹤0.01% | 621 |
|
|
2018
Q4 | $2K | Sell |
79
-339
| -81% | -$8.58K | ﹤0.01% | 574 |
|
|
2018
Q3 | $23K | Buy |
418
+237
| +131% | +$13K | 0.01% | 307 |
|
|
2018
Q2 | $4K | Buy |
+181
| New | +$4K | ﹤0.01% | 456 |
|