SeaCrest Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-727
| Closed | -$26K | – | 1536 |
|
|
2022
Q2 | $26K | Buy |
+727
| New | +$26K | ﹤0.01% | 1398 |
|
|
2019
Q2 | – | Sell |
-3,007
| Closed | -$72K | – | 1850 |
|
|
2019
Q1 | $72K | Sell |
3,007
-200
| -6% | -$4.79K | 0.01% | 817 |
|
|
2018
Q4 | $63K | Hold |
3,207
| – | – | 0.01% | 825 |
|
|
2018
Q3 | $56K | Sell |
3,207
-407
| -11% | -$7.11K | 0.01% | 952 |
|
|
2018
Q2 | $80K | Sell |
3,614
-700
| -16% | -$15.5K | 0.01% | 810 |
|
|
2018
Q1 | $88K | Hold |
4,314
| – | – | 0.02% | 747 |
|
|
2017
Q4 | $95K | Buy |
+4,314
| New | +$95K | 0.02% | 731 |
|