SNS Financial Group’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,745
| Closed | -$320K | – | 204 |
|
|
2019
Q4 | $320K | Hold |
10,745
| – | – | 0.06% | 141 |
|
|
2019
Q3 | $282K | Hold |
10,745
| – | – | 0.05% | 147 |
|
|
2019
Q2 | $260K | Hold |
10,745
| – | – | 0.05% | 157 |
|
|
2019
Q1 | $256K | Hold |
10,745
| – | – | 0.06% | 154 |
|
|
2018
Q4 | $210K | Hold |
10,745
| – | – | 0.05% | 159 |
|
|
2018
Q3 | $188K | Buy |
10,745
+500
| +5% | +$8.75K | 0.05% | 164 |
|
|
2018
Q2 | $226K | Sell |
10,245
-1,545
| -13% | -$34.1K | 0.06% | 152 |
|
|
2018
Q1 | $240K | Buy |
11,790
+300
| +3% | +$6.11K | 0.07% | 139 |
|
|
2017
Q4 | $254K | Buy |
+11,490
| New | +$254K | 0.06% | 145 |
|
|
2017
Q2 | – | Sell |
-9,290
| Closed | -$194K | – | 176 |
|
|
2017
Q1 | $194K | Sell |
9,290
-1,835
| -16% | -$38.3K | 0.05% | 157 |
|
|
2016
Q4 | $215K | Buy |
+11,125
| New | +$215K | 0.06% | 139 |
|