MPS Loria Financial Planners’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,758
| Closed | -$105K | – | 562 |
|
|
2021
Q1 | $105K | Hold |
2,758
| – | – | 0.05% | 113 |
|
|
2020
Q4 | $125K | Hold |
2,758
| – | – | 0.06% | 105 |
|
|
2020
Q3 | $135K | Sell |
2,758
-686
| -20% | -$33.6K | 0.07% | 87 |
|
|
2020
Q2 | $152K | Buy |
+3,444
| New | +$152K | 0.08% | 78 |
|
|
2017
Q3 | – | Sell |
-2,261
| Closed | -$41K | – | 345 |
|
|
2017
Q2 | $41K | Buy |
+2,261
| New | +$41K | 0.03% | 166 |
|