Stonebridge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-100
| Closed | -$4.82K | – | 1027 |
|
|
2023
Q1 | $4.82K | Hold |
100
| – | – | ﹤0.01% | 720 |
|
|
2022
Q4 | $3.91K | Hold |
100
| – | – | ﹤0.01% | 731 |
|
|
2022
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 770 |
|
|
2022
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 747 |
|
|
2022
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 786 |
|
|
2021
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 785 |
|
|
2021
Q3 | $4K | Sell |
100
-100
| -50% | -$4K | ﹤0.01% | 755 |
|
|
2021
Q2 | $8K | Buy |
200
+100
| +100% | +$4K | ﹤0.01% | 778 |
|
|
2021
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 774 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$4K | – | 725 |
|
|
2020
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 602 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 617 |
|
|
2019
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 709 |
|
|
2019
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 688 |
|
|
2019
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 800 |
|