Ranch Capital Advisors’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,908
| Closed | -$72K | – | 606 |
|
|
2021
Q3 | $72K | Hold |
1,908
| – | – | 0.05% | 230 |
|
|
2021
Q2 | $84K | Hold |
1,908
| – | – | 0.05% | 238 |
|
|
2021
Q1 | $72K | Hold |
1,908
| – | – | 0.05% | 249 |
|
|
2020
Q4 | $79K | Hold |
1,908
| – | – | 0.06% | 238 |
|
|
2020
Q3 | $93K | Hold |
1,908
| – | – | 0.07% | 207 |
|
|
2020
Q2 | $100K | Sell |
1,908
-500
| -21% | -$26.2K | 0.08% | 204 |
|
|
2020
Q1 | $66K | Buy |
2,408
+600
| +33% | +$16.4K | 0.07% | 225 |
|
|
2019
Q4 | $54K | Buy |
+1,808
| New | +$54K | 0.04% | 318 |
|