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Livelsberger Financial Advisory’s Wheaton Precious Metals WPM Stock Holding History

Livelsberger Financial Advisory’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-109
Closed -$5.37K – 206
2023
Q4 		$5.37K Buy
+109
New +$4.93K ﹤0.01% 344

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Livelsberger Financial Advisory's WPM Position: Q1 2024 in Review

Livelsberger Financial Advisory sold out of Wheaton Precious Metals (WPM) in Q1 2024, closing a stake of 109 shares — an estimated $5.37K sold.

Livelsberger Financial Advisory first reported a position in WPM in Q4 2023 and held it in 1 quarter. The position peaked at $5.37K in Q4 2023. 517 funds tracked by Wall St. Rank hold WPM as of Q1 2024.

  • Livelsberger Financial Advisory reported no remaining Wheaton Precious Metals position as of Q1 2024 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 109 Wheaton Precious Metals shares in Q1 2024, an estimated $5.37K.
  • Livelsberger Financial Advisory first reported a position in Wheaton Precious Metals in Q4 2023 and held it in 1 quarter.
  • Livelsberger Financial Advisory's Wheaton Precious Metals position peaked at $5.37K in Q4 2023.
  • 517 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2024.

Based on Livelsberger Financial Advisory's 13F filing for Q1 2024, filed 22 May 2024.