Prestige Wealth Management Group’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-110
| Closed | -$4.76K | – | 1086 |
|
|
2023
Q2 | $4.76K | Hold |
110
| – | – | ﹤0.01% | 601 |
|
|
2023
Q1 | $5.32K | Hold |
110
| – | – | ﹤0.01% | 559 |
|
|
2022
Q4 | $4.3K | Hold |
110
| – | – | ﹤0.01% | 651 |
|
|
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 | +$4K | ﹤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% | +$2.67K | ﹤0.01% | 601 |
|
|
2019
Q4 | $0 | Hold |
12
| – | – | ﹤0.01% | 684 |
|
|
2019
Q3 | $0 | Buy |
+12
| New | – | ﹤0.01% | 648 |
|
|
2019
Q1 | – | Sell |
-81
| Closed | -$2K | – | 1146 |
|
|
2018
Q4 | $2K | Buy |
+81
| New | +$2K | ﹤0.01% | 892 |
|