Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-300
| Closed | -$3K | – | 883 |
|
|
2015
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 906 |
|
|
2015
Q2 | $5K | Sell |
300
-235
| -44% | -$3.92K | ﹤0.01% | 756 |
|
|
2015
Q1 | $10K | Hold |
535
| – | – | ﹤0.01% | 696 |
|
|
2014
Q4 | $11K | Buy |
535
+330
| +161% | +$6.79K | ﹤0.01% | 627 |
|
|
2014
Q3 | $4K | Sell |
205
-999
| -83% | -$19.5K | ﹤0.01% | 826 |
|
|
2014
Q2 | $32K | Buy |
1,204
+926
| +333% | +$24.6K | 0.01% | 459 |
|
|
2014
Q1 | $6K | Sell |
278
-1,925
| -87% | -$41.5K | ﹤0.01% | 728 |
|
|
2013
Q4 | $44K | Buy |
2,203
+721
| +49% | +$14.4K | 0.03% | 308 |
|
|
2013
Q3 | $37K | Buy |
1,482
+580
| +64% | +$14.5K | 0.02% | 355 |
|
|
2013
Q2 | $18K | Buy |
+902
| New | +$18K | 0.01% | 481 |
|