NWM
Nicola Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-160,000
| Closed | -$6.11M | – | 121 |
|
|
2021
Q1 | $6.11M | Sell |
160,000
-10,000
| -6% | -$382K | 0.68% | 61 |
|
|
2020
Q4 | $7.09M | Buy |
170,000
+50,000
| +42% | +$2.09M | 0.88% | 51 |
|
|
2020
Q3 | $5.89M | Hold |
120,000
| – | – | 0.84% | 54 |
|
|
2020
Q2 | $5.28M | Sell |
120,000
-199,000
| -62% | -$8.75M | 0.73% | 59 |
|
|
2020
Q1 | $12.4M | Buy |
319,000
+132,000
| +71% | +$5.11M | 1.86% | 15 |
|
|
2019
Q4 | $7.23M | Hold |
187,000
| – | – | 1.09% | 32 |
|
|
2019
Q3 | $6.5M | Buy |
187,000
+27,000
| +17% | +$938K | 1.02% | 42 |
|
|
2019
Q2 | $5.07M | Buy |
160,000
+35,000
| +28% | +$1.11M | 0.84% | 53 |
|
|
2019
Q1 | $3.98M | Buy |
+125,000
| New | +$3.98M | 0.59% | 65 |
|