Stonegate Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,459
| Closed | -$370K | – | 355 |
|
|
2022
Q4 | $370K | Sell |
9,459
-1,029
| -10% | -$40.2K | 0.02% | 227 |
|
|
2022
Q3 | $339K | Sell |
10,488
-1,701
| -14% | -$55K | 0.02% | 212 |
|
|
2022
Q2 | $439K | Buy |
12,189
+2,489
| +26% | +$89.6K | 0.02% | 194 |
|
|
2022
Q1 | $462K | Buy |
9,700
+384
| +4% | +$18.3K | 0.02% | 178 |
|
|
2021
Q4 | $400K | Buy |
+9,316
| New | +$400K | 0.02% | 192 |
|