TCI Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History

TCI Wealth Advisors’s Portfolio WPM Stock Details WPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-100	Closed	-$4.82K	–	2252
2023 Q1	$4.82K	Hold	100	–	–	﹤0.01%	1557
2022 Q4	$3.91K	Hold	100	–	–	﹤0.01%	1691
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	1858
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	1714
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	1617
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	1920
2021 Q3	$4K	Sell	100 -50	-33%	-$2.18K	﹤0.01%	1836
2021 Q2	$7K	Buy	150 +50	+50%	+$2.22K	﹤0.01%	1250
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	1438
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	1026
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	797
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	847
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	936
2019 Q4	$3K	Sell	100 -46	-32%	-$1.26K	﹤0.01%	1062
2019 Q3	$4K	Buy	146 +46	+46%	+$1.24K	﹤0.01%	902
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	1086
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	1098
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	1076
2018 Q3	$2K	Hold	100	–	–	﹤0.01%	1101
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	1164
2018 Q1	$2K	Hold	100	–	–	﹤0.01%	1030
2017 Q4	$2K	Hold	100	–	–	﹤0.01%	1077
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	1011
2017 Q2	$2K	Hold	100	–	–	﹤0.01%	1040
2017 Q1	$2K	Sell	100 -250	-71%	-$5.2K	﹤0.01%	992
2016 Q4	$7K	Sell	350 -250	-42%	-$5.21K	﹤0.01%	713
2016 Q3	$16K	Hold	600	–	–	0.01%	479
2016 Q2	$14K	Hold	600	–	–	0.01%	492
2016 Q1	$10K	Hold	600	–	–	0.01%	587
2015 Q4	$7K	Hold	600	–	–	﹤0.01%	660
2015 Q3	$7K	Hold	600	–	–	﹤0.01%	580
2015 Q2	$10K	Hold	600	–	–	0.01%	528
2015 Q1	$11K	Sell	600 -135	-18%	-$2.87K	0.01%	448
2014 Q4	$15K	Buy	735 +135	+23%	+$2.68K	0.01%	390
2014 Q3	$12K	Hold	600	–	–	0.01%	419
2014 Q2	$16K	Hold	600	–	–	0.01%	384
2014 Q1	$14K	Hold	600	–	–	0.01%	374
2013 Q4	$12K	Sell	600 -500	-45%	-$10.9K	0.01%	400
2013 Q3	$27K	Buy	1,100 +500	+83%	+$11.9K	0.02%	263
2013 Q2	$12K	Buy	+600	New	+$14.3K	0.01%	353