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

Selective 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
Q4 		– Sell
-1,100
Closed -$36K – 736
2022
Q3 		$36K Buy
1,100
+200
+22% +$6.57K 0.02% 341
2022
Q2 		$32K Buy
900
+200
+29% +$8.68K 0.01% 397
2022
Q1 		$33K Buy
+700
New +$30.4K 0.01% 379
2020
Q3 		– Sell
-198
Closed -$9K – 421
2020
Q2 		$9K Sell
198
-300
-60% -$11.8K 0.01% 250
2020
Q1 		$14K Sell
498
-410
-45% -$11.8K 0.02% 133
2019
Q4 		$27K Hold
908
– – 0.03% 101
2019
Q3 		$24K Buy
+908
New +$24.4K 0.03% 112
2018
Q3 		$11K Buy
+653
New +$12.5K 0.13% 85

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AWA
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