Rothschild & Co Asset Management US’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-14,851
| Closed | -$383K | – | 557 |
|
2017
Q2 | $383K | Sell |
14,851
-188
| -1% | -$4.85K | ﹤0.01% | 562 |
|
2017
Q1 | $417K | Sell |
15,039
-6,934
| -32% | -$192K | ﹤0.01% | 552 |
|
2016
Q4 | $570K | Buy |
+21,973
| New | +$570K | 0.01% | 491 |
|
2016
Q3 | – | Sell |
-17,180
| Closed | -$522K | – | 579 |
|
2016
Q2 | $522K | Buy |
+17,180
| New | +$522K | 0.01% | 390 |
|