Litman Gregory Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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	+$2.15K	﹤0.01%	50