SWM
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SeaCrest Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

SeaCrest Wealth Management’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-727
Closed -$26K – 1536
2022
Q2 		$26K Buy
+727
New +$31.6K ﹤0.01% 1398
2019
Q2 		– Sell
-3,007
Closed -$72K – 1850
2019
Q1 		$72K Sell
3,007
-200
-6% -$4.25K 0.01% 817
2018
Q4 		$63K Hold
3,207
– – 0.01% 825
2018
Q3 		$56K Sell
3,207
-407
-11% -$7.8K 0.01% 952
2018
Q2 		$80K Sell
3,614
-700
-16% -$15.1K 0.01% 810
2018
Q1 		$88K Hold
4,314
– – 0.02% 747
2017
Q4 		$95K Buy
+4,314
New +$89.9K 0.02% 731

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