Rational 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,154
| Closed | -$49.9K | – | 308 |
|
|
2023
Q2 | $49.9K | Sell |
1,154
-44
| -4% | -$1.9K | ﹤0.01% | 165 |
|
|
2023
Q1 | $57.7K | Buy |
1,198
+43
| +4% | +$2.07K | ﹤0.01% | 136 |
|
|
2022
Q4 | $45.1K | Buy |
1,155
+34
| +3% | +$1.33K | ﹤0.01% | 139 |
|
|
2022
Q3 | $36K | Buy |
1,121
+68
| +6% | +$2.18K | ﹤0.01% | 144 |
|
|
2022
Q2 | $38K | Buy |
1,053
+139
| +15% | +$5.02K | ﹤0.01% | 145 |
|
|
2022
Q1 | $43K | Buy |
914
+340
| +59% | +$16K | ﹤0.01% | 142 |
|
|
2021
Q4 | $25K | Buy |
574
+331
| +136% | +$14.4K | ﹤0.01% | 147 |
|
|
2021
Q3 | $9K | Buy |
+243
| New | +$9K | ﹤0.01% | 188 |
|
|
2020
Q4 | – | Sell |
-23,171
| Closed | -$1.14M | – | 607 |
|
|
2020
Q3 | $1.14M | Buy |
23,171
+3,971
| +21% | +$195K | 0.49% | 71 |
|
|
2020
Q2 | $846K | Buy |
+19,200
| New | +$846K | 0.44% | 80 |
|
|
2013
Q3 | – | Sell |
-11,200
| Closed | -$220K | – | 905 |
|
|
2013
Q2 | $220K | Buy |
+11,200
| New | +$220K | 0.02% | 495 |
|