Rehmann Capital Advisory 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $388K | Buy |
14,769
+2,399
| +19% | +$63K | 0.05% | 200 |
|
2019
Q2 | $299K | Buy |
12,370
+4,389
| +55% | +$106K | 0.04% | 353 |
|
2019
Q1 | $190K | Buy |
7,981
+1,849
| +30% | +$44K | 0.03% | 425 |
|
2018
Q4 | $120K | Sell |
6,132
-851
| -12% | -$16.6K | 0.02% | 358 |
|
2018
Q3 | $122K | Sell |
6,983
-706
| -9% | -$12.4K | 0.02% | 533 |
|
2018
Q2 | $170K | Buy |
7,689
+767
| +11% | +$16.9K | 0.02% | 418 |
|
2018
Q1 | $141K | Buy |
+6,922
| New | +$141K | 0.02% | 458 |
|