MIAN
Mariner Independent Advisor Network’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,388
| Closed | -$435K | – | 537 |
|
|
2021
Q4 | $435K | Sell |
10,388
-2,593
| -20% | -$109K | 0.02% | 404 |
|
|
2021
Q3 | $488K | Buy |
12,981
+2,171
| +20% | +$81.6K | 0.02% | 403 |
|
|
2021
Q2 | $476K | Sell |
10,810
-8,889
| -45% | -$391K | 0.02% | 419 |
|
|
2021
Q1 | $753K | Buy |
19,699
+4,175
| +27% | +$160K | 0.04% | 332 |
|
|
2020
Q4 | $648K | Buy |
15,524
+5,129
| +49% | +$214K | 0.03% | 331 |
|
|
2020
Q3 | $510K | Sell |
10,395
-1,906
| -15% | -$93.5K | 0.04% | 264 |
|
|
2020
Q2 | $535K | Sell |
12,301
-1,611
| -12% | -$70.1K | 0.05% | 257 |
|
|
2020
Q1 | $382K | Buy |
+13,912
| New | +$382K | 0.03% | 302 |
|
|
2017
Q1 | – | Sell |
-13,455
| Closed | -$260K | – | 358 |
|
|
2016
Q4 | $260K | Buy |
+13,455
| New | +$260K | 0.04% | 153 |
|