Salomon & Ludwin’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
Q2 | – | Sell |
-392
| Closed | -$18.5K | – | 837 |
|
|
2024
Q1 | $18.5K | Hold |
392
| – | – | ﹤0.01% | 483 |
|
|
2023
Q4 | $15.9K | Hold |
392
| – | – | ﹤0.01% | 442 |
|
|
2023
Q3 | $15.9K | Buy |
+392
| New | +$15.9K | ﹤0.01% | 441 |
|
|
2020
Q2 | – | Sell |
-750
| Closed | -$21K | – | 224 |
|
|
2020
Q1 | $21K | Hold |
750
| – | – | 0.01% | 136 |
|
|
2019
Q4 | $22K | Buy |
750
+300
| +67% | +$8.8K | ﹤0.01% | 148 |
|
|
2019
Q3 | $12K | Hold |
450
| – | – | ﹤0.01% | 157 |
|
|
2019
Q2 | $11K | Hold |
450
| – | – | ﹤0.01% | 155 |
|
|
2019
Q1 | $11K | Buy |
+450
| New | +$11K | ﹤0.01% | 162 |
|