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MBE Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

MBE Wealth Management’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
2020
Q2 		– Sell
-337
Closed -$9K – 528
2020
Q1 		$9K Buy
+337
New +$9.72K 0.01% 309

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MBE Wealth Management's WPM Position: Q2 2020 in Review

MBE Wealth Management sold out of Wheaton Precious Metals (WPM) in Q2 2020, closing a stake of 337 shares — an estimated $9K sold.

MBE Wealth Management first reported a position in WPM in Q1 2020 and held it in 1 quarter. The position peaked at $9K in Q1 2020. 423 funds tracked by Wall St. Rank hold WPM as of Q2 2020.

  • MBE Wealth Management reported no remaining Wheaton Precious Metals position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 337 Wheaton Precious Metals shares in Q2 2020, an estimated $9K.
  • MBE Wealth Management first reported a position in Wheaton Precious Metals in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Wheaton Precious Metals position peaked at $9K in Q1 2020.
  • 423 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.