Mechanics Financial Corp’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-900
| Closed | -$55K | – | 255 |
|
|
2024
Q3 | $55K | Hold |
900
| – | – | 0.02% | 159 |
|
|
2024
Q2 | $47.2K | Hold |
900
| – | – | 0.02% | 163 |
|
|
2024
Q1 | $42.4K | Hold |
900
| – | – | 0.02% | 157 |
|
|
2023
Q4 | $44.4K | Hold |
900
| – | – | 0.03% | 152 |
|
|
2023
Q3 | $36.5K | Buy |
900
+600
| +200% | +$24.3K | 0.02% | 152 |
|
|
2023
Q2 | $13K | Hold |
300
| – | – | 0.01% | 169 |
|
|
2023
Q1 | $14.4K | Hold |
300
| – | – | 0.01% | 166 |
|
|
2022
Q4 | $12K | Buy |
300
+50
| +20% | +$2K | 0.01% | 170 |
|
|
2022
Q3 | $8K | Hold |
250
| – | – | 0.01% | 179 |
|
|
2022
Q2 | $9K | Hold |
250
| – | – | 0.01% | 184 |
|
|
2022
Q1 | $12K | Hold |
250
| – | – | 0.01% | 174 |
|
|
2021
Q4 | $11K | Buy |
+250
| New | +$11K | 0.01% | 176 |
|