LGWM
Litman Gregory Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-105
| Closed | -$4K | – | 192 |
|
|
2021
Q1 | $4K | Hold |
105
| – | – | ﹤0.01% | 174 |
|
|
2020
Q4 | $4K | Hold |
105
| – | – | ﹤0.01% | 175 |
|
|
2020
Q3 | $5K | Hold |
105
| – | – | ﹤0.01% | 180 |
|
|
2020
Q2 | $5K | Hold |
105
| – | – | ﹤0.01% | 148 |
|
|
2020
Q1 | $3K | Hold |
105
| – | – | ﹤0.01% | 151 |
|
|
2019
Q4 | $3K | Hold |
105
| – | – | ﹤0.01% | 195 |
|
|
2019
Q3 | $3K | Hold |
105
| – | – | ﹤0.01% | 169 |
|
|
2019
Q2 | $3K | Hold |
105
| – | – | ﹤0.01% | 209 |
|
|
2019
Q1 | $3K | Hold |
105
| – | – | ﹤0.01% | 128 |
|
|
2018
Q4 | $2K | Hold |
105
| – | – | ﹤0.01% | 145 |
|
|
2018
Q3 | $2K | Hold |
105
| – | – | ﹤0.01% | 111 |
|
|
2018
Q2 | $2K | Hold |
105
| – | – | ﹤0.01% | 92 |
|
|
2018
Q1 | $2K | Hold |
105
| – | – | ﹤0.01% | 161 |
|
|
2017
Q4 | $2 | Hold |
105
| – | – | ﹤0.01% | 73 |
|
|
2017
Q3 | $2K | Hold |
105
| – | – | ﹤0.01% | 74 |
|
|
2017
Q2 | $2K | Buy |
+105
| New | +$2K | ﹤0.01% | 50 |
|