OAM
Orinda Asset Management’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-5,259
| Closed | -$142K | – | 84 |
|
|
2016
Q3 | $142K | Buy |
5,259
+350
| +7% | +$9.45K | 0.12% | 61 |
|
|
2016
Q2 | $81K | Hold |
4,909
| – | – | 0.09% | 93 |
|
|
2016
Q1 | $81K | Buy |
+4,909
| New | +$81K | 0.14% | 62 |
|
|
2015
Q1 | – | Sell |
-7,172
| Closed | -$146K | – | 163 |
|
|
2014
Q4 | $146K | Buy |
+7,172
| New | +$146K | 0.16% | 86 |
|
|
2014
Q2 | – | Sell |
-8,963
| Closed | -$203K | – | 137 |
|
|
2014
Q1 | $203K | Hold |
8,963
| – | – | 0.43% | 47 |
|
|
2013
Q4 | $181K | Sell |
8,963
-1,815
| -17% | -$36.7K | 0.41% | 65 |
|
|
2013
Q3 | $267K | Buy |
10,778
+220
| +2% | +$5.45K | 0.84% | 29 |
|
|
2013
Q2 | $208K | Buy |
+10,558
| New | +$208K | 0.68% | 33 |
|