Pinkerton Retirement Specialists’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 |
-3,454
| Closed | -$60K | – | 149 |
|
|
2018
Q3 | $60K | Buy |
3,454
+17
| +0.5% | +$295 | 0.02% | 79 |
|
|
2018
Q2 | $76K | Buy |
3,437
+425
| +14% | +$9.4K | 0.03% | 78 |
|
|
2018
Q1 | $61K | Hold |
3,012
| – | – | 0.03% | 80 |
|
|
2017
Q4 | $67K | Buy |
3,012
+13
| +0.4% | +$289 | 0.03% | 82 |
|
|
2017
Q3 | $58K | Buy |
2,999
+15
| +0.5% | +$290 | 0.03% | 65 |
|
|
2017
Q2 | $59K | Buy |
+2,984
| New | +$59K | 0.03% | 65 |
|