Mosaic Family Wealth’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
Q1 | – | Sell |
-400
| Closed | -$9K | – | 704 |
|
|
2017
Q4 | $9K | Hold |
400
| – | – | ﹤0.01% | 545 |
|
|
2017
Q3 | $8K | Hold |
400
| – | – | ﹤0.01% | 604 |
|
|
2017
Q2 | $8K | Sell |
400
-2,000
| -83% | -$40K | ﹤0.01% | 517 |
|
|
2017
Q1 | $50K | Hold |
2,400
| – | – | 0.02% | 319 |
|
|
2016
Q4 | $46K | Hold |
2,400
| – | – | 0.02% | 336 |
|
|
2016
Q3 | $65K | Buy |
2,400
+2,000
| +500% | +$54.2K | 0.03% | 297 |
|
|
2016
Q2 | $10K | Hold |
400
| – | – | ﹤0.01% | 533 |
|
|
2016
Q1 | $6K | Sell |
400
-2,000
| -83% | -$30K | ﹤0.01% | 584 |
|
|
2015
Q4 | $29K | Buy |
+2,400
| New | +$29K | 0.01% | 395 |
|