SSWM
Sheets Smith Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-31,857
| Closed | -$861K | – | 302 |
|
|
2016
Q3 | $861K | Sell |
31,857
-471
| -1% | -$12.7K | 0.24% | 123 |
|
|
2016
Q2 | $761K | Buy |
+32,328
| New | +$761K | 0.22% | 146 |
|
|
2014
Q4 | – | Sell |
-11,303
| Closed | -$225K | – | 278 |
|
|
2014
Q3 | $225K | Buy |
11,303
+3,516
| +45% | +$70K | 0.06% | 216 |
|
|
2014
Q2 | $205K | Buy |
+7,787
| New | +$205K | 0.06% | 245 |
|