SWM
Sugarloaf Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-110
| Closed | -$6.74K | – | 717 |
|
|
2024
Q3 | $6.74K | Buy |
+110
| New | +$6.74K | ﹤0.01% | 538 |
|
|
2023
Q3 | – | Sell |
-1,270
| Closed | -$54.9K | – | 714 |
|
|
2023
Q2 | $54.9K | Buy |
+1,270
| New | +$54.9K | 0.01% | 276 |
|
|
2023
Q1 | – | Sell |
-828
| Closed | -$32.4K | – | 786 |
|
|
2022
Q4 | $32.4K | Buy |
+828
| New | +$32.4K | 0.01% | 341 |
|