Partnervest Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-1,558
| Closed | -$41K | – | 808 |
|
|
2014
Q2 | $41K | Sell |
1,558
-114
| -7% | -$3K | 0.02% | 402 |
|
|
2014
Q1 | $38K | Hold |
1,672
| – | – | 0.02% | 378 |
|
|
2013
Q4 | $34K | Sell |
1,672
-164
| -9% | -$3.34K | 0.02% | 380 |
|
|
2013
Q3 | $45K | Sell |
1,836
-52
| -3% | -$1.28K | 0.02% | 302 |
|
|
2013
Q2 | $37K | Buy |
+1,888
| New | +$37K | 0.02% | 293 |
|