Stevens Capital Management’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,688
| Closed | -$258K | – | 797 |
|
|
2019
Q2 | $258K | Buy |
+10,688
| New | +$258K | 0.01% | 549 |
|
|
2015
Q3 | – | Sell |
-25,171
| Closed | -$436K | – | 1250 |
|
|
2015
Q2 | $436K | Buy |
25,171
+5,365
| +27% | +$92.9K | 0.02% | 652 |
|
|
2015
Q1 | $377K | Buy |
+19,806
| New | +$377K | 0.01% | 662 |
|
|
2014
Q4 | – | Sell |
-43,517
| Closed | -$867K | – | 1261 |
|
|
2014
Q3 | $867K | Buy |
+43,517
| New | +$867K | 0.03% | 489 |
|
|
2014
Q1 | – | Sell |
-19,187
| Closed | -$387K | – | 1356 |
|
|
2013
Q4 | $387K | Buy |
+19,187
| New | +$387K | 0.01% | 715 |
|