Symons 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 | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-572,930
| Closed | -$9.93M | – | 76 |
|
2015
Q2 | $9.93M | Sell |
572,930
-23,150
| -4% | -$401K | 2.47% | 22 |
|
2015
Q1 | $11.3M | Buy |
596,080
+13,315
| +2% | +$253K | 2.58% | 23 |
|
2014
Q4 | $11.8M | Sell |
582,765
-14,600
| -2% | -$297K | 2.81% | 16 |
|
2014
Q3 | $11.9M | Sell |
597,365
-31,430
| -5% | -$626K | 2.51% | 17 |
|
2014
Q2 | $16.5M | Buy |
628,795
+235,745
| +60% | +$6.19M | 3.68% | 7 |
|
2014
Q1 | $8.92M | Buy |
+393,050
| New | +$8.92M | 2.04% | 27 |
|