Rational Advisors’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
-1,154
Closed -$49.9K 308
2023
Q2
$49.9K Sell
1,154
-44
-4% -$2.09K ﹤0.01% 165
2023
Q1
$57.7K Buy
1,198
+43
+4% +$1.88K ﹤0.01% 136
2022
Q4
$45.1K Buy
1,155
+34
+3% +$1.23K ﹤0.01% 139
2022
Q3
$36K Buy
1,121
+68
+6% +$2.23K ﹤0.01% 144
2022
Q2
$38K Buy
1,053
+139
+15% +$6.03K ﹤0.01% 145
2022
Q1
$43K Buy
914
+340
+59% +$14.8K ﹤0.01% 142
2021
Q4
$25K Buy
574
+331
+136% +$13.6K ﹤0.01% 147
2021
Q3
$9K Buy
+243
New +$10.6K ﹤0.01% 188
2020
Q4
Sell
-23,171
Closed -$1.14M 608
2020
Q3
$1.14M Buy
23,171
+3,971
+21% +$202K 0.49% 71
2020
Q2
$846K Buy
+19,200
New +$755K 0.44% 80
2013
Q3
Sell
-11,200
Closed -$220K 908
2013
Q2
$220K Buy
+11,200
New +$267K 0.02% 496

Other funds holding WPM