Patriot Financial Group Insurance Agency’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-100
| Closed | -$2K | – | 1287 |
|
|
2018
Q3 | $2K | Sell |
100
-563
| -85% | -$11.3K | ﹤0.01% | 874 |
|
|
2018
Q2 | $15K | Sell |
663
-100
| -13% | -$2.26K | 0.02% | 336 |
|
|
2018
Q1 | $16K | Sell |
763
-200
| -21% | -$4.19K | 0.01% | 519 |
|
|
2017
Q4 | $20K | Hold |
963
| – | – | 0.02% | 464 |
|
|
2017
Q3 | $19K | Hold |
963
| – | – | 0.02% | 425 |
|
|
2017
Q2 | $19K | Sell |
963
-200
| -17% | -$3.95K | 0.02% | 402 |
|
|
2017
Q1 | $25K | Buy |
1,163
+663
| +133% | +$14.3K | 0.03% | 323 |
|
|
2016
Q4 | $11K | Buy |
+500
| New | +$11K | 0.02% | 452 |
|