Sheaff Brock Investment Advisors’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-72,085
| Closed | -$1.43M | – | 625 |
|
|
2017
Q2 | $1.43M | Sell |
72,085
-700
| -1% | -$13.9K | 0.19% | 108 |
|
|
2017
Q1 | $1.52M | Sell |
72,785
-11,130
| -13% | -$232K | 0.2% | 106 |
|
|
2016
Q4 | $1.62M | Buy |
83,915
+1,414
| +2% | +$27.3K | 0.21% | 100 |
|
|
2016
Q3 | $2.23M | Buy |
82,501
+675
| +0.8% | +$18.2K | 0.3% | 73 |
|
|
2016
Q2 | $1.93M | Buy |
81,826
+1,333
| +2% | +$31.4K | 0.24% | 87 |
|
|
2016
Q1 | $1.34M | Sell |
80,493
-1,300
| -2% | -$21.6K | 0.16% | 128 |
|
|
2015
Q4 | $1.02M | Buy |
+81,793
| New | +$1.02M | 0.12% | 179 |
|