Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $222K | Hold |
4,700
| – | – | 0.08% | 105 |
|
|
2023
Q4 | $232K | Hold |
4,700
| – | – | 0.09% | 95 |
|
|
2023
Q3 | $191K | Hold |
4,700
| – | – | 0.08% | 105 |
|
|
2023
Q2 | $203K | Hold |
4,700
| – | – | 0.08% | 96 |
|
|
2023
Q1 | $226K | Hold |
4,700
| – | – | 0.1% | 85 |
|
|
2022
Q4 | $184K | Hold |
4,700
| – | – | 0.09% | 90 |
|
|
2022
Q3 | $152K | Sell |
4,700
-1,717
| -27% | -$55.5K | 0.12% | 69 |
|
|
2022
Q2 | $231K | Hold |
6,417
| – | – | 0.1% | 95 |
|
|
2022
Q1 | $305K | Hold |
6,417
| – | – | 0.12% | 85 |
|
|
2021
Q4 | $275K | Sell |
6,417
-30
| -0.5% | -$1.29K | 0.12% | 96 |
|
|
2021
Q3 | $242K | Buy |
6,447
+30
| +0.5% | +$1.13K | 0.11% | 104 |
|
|
2021
Q2 | $283K | Hold |
6,417
| – | – | 0.14% | 91 |
|
|
2021
Q1 | $245K | Hold |
6,417
| – | – | 0.11% | 114 |
|
|
2020
Q4 | $267K | Sell |
6,417
-1,500
| -19% | -$62.4K | 0.12% | 106 |
|
|
2020
Q3 | $388K | Hold |
7,917
| – | – | 0.22% | 83 |
|
|
2020
Q2 | $349K | Buy |
+7,917
| New | +$349K | 0.22% | 80 |
|
|
2019
Q4 | $236K | Buy |
+7,917
| New | +$236K | 0.15% | 97 |
|