Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-561
| Closed | -$13K | – | 1020 |
|
|
2019
Q1 | $13K | Buy |
+561
| New | +$13K | ﹤0.01% | 624 |
|
|
2015
Q4 | – | Sell |
-100
| Closed | -$1K | – | 1135 |
|
|
2015
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 1222 |
|
|
2014
Q1 | – | Sell |
-300
| Closed | -$6K | – | 865 |
|
|
2013
Q4 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 649 |
|