SWM
Selective Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,100
| Closed | -$36K | – | 735 |
|
|
2022
Q3 | $36K | Buy |
1,100
+200
| +22% | +$6.55K | 0.02% | 341 |
|
|
2022
Q2 | $32K | Buy |
900
+200
| +29% | +$7.11K | 0.01% | 397 |
|
|
2022
Q1 | $33K | Buy |
+700
| New | +$33K | 0.01% | 379 |
|
|
2020
Q3 | – | Sell |
-198
| Closed | -$9K | – | 421 |
|
|
2020
Q2 | $9K | Sell |
198
-300
| -60% | -$13.6K | 0.01% | 250 |
|
|
2020
Q1 | $14K | Sell |
498
-410
| -45% | -$11.5K | 0.02% | 132 |
|
|
2019
Q4 | $27K | Hold |
908
| – | – | 0.03% | 101 |
|
|
2019
Q3 | $24K | Buy |
+908
| New | +$24K | 0.03% | 112 |
|
|
2018
Q3 | $11K | Buy |
+653
| New | +$11K | 0.13% | 85 |
|