SEI Trust Company’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q2 | – | Sell |
-10,920
| Closed | -$248K | – | 1672 |
|
2014
Q1 | $248K | Sell |
10,920
-3,895
| -26% | -$88.5K | ﹤0.01% | 1258 |
|
2013
Q4 | $299K | Buy |
14,815
+9,700
| +190% | +$196K | ﹤0.01% | 1268 |
|
2013
Q3 | $127K | Sell |
5,115
-230
| -4% | -$5.71K | ﹤0.01% | 1372 |
|
2013
Q2 | $105K | Buy |
+5,345
| New | +$105K | ﹤0.01% | 1334 |
|