Operose Advisors’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
Q1 | – | Sell |
-576
| Closed | -$28.4K | – | 675 |
|
|
2023
Q4 | $28.4K | Hold |
576
| – | – | 0.01% | 299 |
|
|
2023
Q3 | $23.4K | Hold |
576
| – | – | 0.01% | 449 |
|
|
2023
Q2 | $24.9K | Hold |
576
| – | – | 0.01% | 215 |
|
|
2023
Q1 | $27.7K | Hold |
576
| – | – | 0.01% | 200 |
|
|
2022
Q4 | $22.5K | Sell |
576
-1,471
| -72% | -$57.5K | 0.01% | 210 |
|
|
2022
Q3 | $66K | Buy |
+2,047
| New | +$66K | 0.04% | 131 |
|