Marietta Investment Partners’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-9,500
| Closed | -$210K | – | 147 |
|
|
2018
Q2 | $210K | Buy |
+9,500
| New | +$210K | 0.07% | 135 |
|
|
2018
Q1 | – | Sell |
-9,500
| Closed | -$210K | – | 139 |
|
|
2017
Q4 | $210K | Buy |
+9,500
| New | +$210K | 0.06% | 136 |
|
|
2016
Q4 | – | Sell |
-9,500
| Closed | -$257K | – | 156 |
|
|
2016
Q3 | $257K | Hold |
9,500
| – | – | 0.08% | 131 |
|
|
2016
Q2 | $224K | Buy |
+9,500
| New | +$224K | 0.08% | 135 |
|
|
2014
Q3 | – | Sell |
-9,800
| Closed | -$257K | – | 116 |
|
|
2014
Q2 | $257K | Hold |
9,800
| – | – | 0.11% | 103 |
|
|
2014
Q1 | $222K | Buy |
+9,800
| New | +$222K | 0.09% | 120 |
|
|
2013
Q4 | – | Sell |
-9,800
| Closed | -$243K | – | 137 |
|
|
2013
Q3 | $243K | Buy |
+9,800
| New | +$243K | 0.1% | 119 |
|