Sustainable Insight 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
Q1 | – | Sell |
-19,100
| Closed | -$373K | – | 106 |
|
2018
Q4 | $373K | Buy |
+19,100
| New | +$373K | 0.49% | 37 |
|
2018
Q3 | – | Sell |
-17,100
| Closed | -$378K | – | 93 |
|
2018
Q2 | $378K | Sell |
17,100
-14,100
| -45% | -$312K | 0.14% | 56 |
|
2018
Q1 | $635K | Sell |
31,200
-33,785
| -52% | -$688K | 0.25% | 45 |
|
2017
Q4 | $1.44M | Buy |
+64,985
| New | +$1.44M | 0.55% | 28 |
|