Syverson Strege & Co’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 |
-247
| Closed | -$11.9K | – | 632 |
|
|
2023
Q1 | $11.9K | Buy |
247
+97
| +65% | +$4.67K | 0.01% | 233 |
|
|
2022
Q4 | $5.86K | Hold |
150
| – | – | ﹤0.01% | 214 |
|
|
2022
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 214 |
|
|
2022
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 263 |
|
|
2022
Q1 | $7K | Hold |
150
| – | – | 0.01% | 227 |
|
|
2021
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 230 |
|
|
2021
Q3 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 312 |
|