Summit Global Investments’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
-24,008
Closed -$1.16M 632
2023
Q1
$1.16M Sell
24,008
-2
-0% -$96 0.09% 216
2022
Q4
$938K Buy
24,010
+15,969
+199% +$624K 0.08% 203
2022
Q3
$260K Buy
+8,041
New +$260K 0.02% 415