MSI Financial Services’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $245K | Sell |
12,678
-2,437
| -16% | -$47.1K | 0.01% | 1000 |
|
|
2016
Q3 | $409K | Buy |
15,115
+702
| +5% | +$19K | 0.01% | 751 |
|
|
2016
Q2 | $339K | Buy |
14,413
+962
| +7% | +$22.6K | 0.01% | 800 |
|
|
2016
Q1 | $223K | Buy |
13,451
+560
| +4% | +$9.28K | 0.01% | 926 |
|
|
2015
Q4 | $160K | Buy |
12,891
+971
| +8% | +$12.1K | 0.01% | 1044 |
|
|
2015
Q3 | $143K | Buy |
11,920
+1,544
| +15% | +$18.5K | 0.01% | 769 |
|
|
2015
Q2 | $180K | Sell |
10,376
-905
| -8% | -$15.7K | 0.01% | 751 |
|
|
2015
Q1 | $215K | Buy |
11,281
+2,152
| +24% | +$41K | 0.02% | 711 |
|
|
2014
Q4 | $186K | Sell |
9,129
-3,584
| -28% | -$73K | 0.02% | 616 |
|
|
2014
Q3 | $253K | Buy |
12,713
+8,320
| +189% | +$166K | 0.03% | 512 |
|
|
2014
Q2 | $115K | Buy |
4,393
+554
| +14% | +$14.5K | 0.02% | 752 |
|
|
2014
Q1 | $87K | Buy |
3,839
+1,010
| +36% | +$22.9K | 0.01% | 808 |
|
|
2013
Q4 | $57K | Buy |
2,829
+788
| +39% | +$15.9K | 0.01% | 945 |
|
|
2013
Q3 | $51K | Buy |
2,041
+627
| +44% | +$15.7K | 0.01% | 866 |
|
|
2013
Q2 | $28K | Buy |
+1,414
| New | +$28K | 0.01% | 1117 |
|