Prestige Wealth Management Group’s Wheaton Precious Metals WPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-110	Closed	-$4.75K	–	1093
2023 Q2	$4.75K	Hold	110	–	–	﹤0.01%	605
2023 Q1	$5.32K	Hold	110	–	–	﹤0.01%	560
2022 Q4	$4.3K	Hold	110	–	–	﹤0.01%	653
2022 Q3	$4K	Hold	110	–	–	﹤0.01%	630
2022 Q2	$4K	Hold	110	–	–	﹤0.01%	660
2022 Q1	$5K	Hold	110	–	–	﹤0.01%	642
2021 Q4	$5K	Hold	110	–	–	﹤0.01%	665
2021 Q3	$4K	Buy	+110	New	+$4.8K	﹤0.01%	705
2021 Q2	–	Sell	-110	Closed	-$4K	–	1046
2021 Q1	$4K	Hold	110	–	–	﹤0.01%	696
2020 Q4	$5K	Hold	110	–	–	﹤0.01%	601
2020 Q3	$5K	Hold	110	–	–	﹤0.01%	551
2020 Q2	$5K	Hold	110	–	–	﹤0.01%	537
2020 Q1	$3K	Buy	110 +98	+817%	+$2.83K	﹤0.01%	601
2019 Q4	$0	Hold	12	–	–	﹤0.01%	684
2019 Q3	$0	Buy	+12	New	+$323	﹤0.01%	648
2019 Q1	–	Sell	-81	Closed	-$2K	–	1147
2018 Q4	$2K	Buy	+81	New	+$1.38K	﹤0.01%	892