TWA
WPM icon

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

TCI Wealth Advisors’s Portfolio WPM Stock Details WPM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		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% 1713
2022
Q1 		$5K Hold
100
– – ﹤0.01% 1617
2021
Q4 		$4K Hold
100
– – ﹤0.01% 1920
2021
Q3 		$4K Sell
100
-50
-33% -$2K ﹤0.01% 1821
2021
Q2 		$7K Buy
150
+50
+50% +$2.33K ﹤0.01% 1232
2021
Q1 		$4K Hold
100
– – ﹤0.01% 1420
2020
Q4 		$4K Hold
100
– – ﹤0.01% 1002
2020
Q3 		$5K Hold
100
– – ﹤0.01% 780
2020
Q2 		$4K Hold
100
– – ﹤0.01% 835
2020
Q1 		$3K Hold
100
– – ﹤0.01% 926
2019
Q4 		$3K Sell
100
-46
-32% -$1.38K ﹤0.01% 1058
2019
Q3 		$4K Buy
146
+46
+46% +$1.26K ﹤0.01% 898
2019
Q2 		$2K Hold
100
– – ﹤0.01% 1082
2019
Q1 		$2K Hold
100
– – ﹤0.01% 1092
2018
Q4 		$2K Hold
100
– – ﹤0.01% 1066
2018
Q3 		$2K Hold
100
– – ﹤0.01% 1089
2018
Q2 		$2K Hold
100
– – ﹤0.01% 1164
2018
Q1 		$2K Hold
100
– – ﹤0.01% 1027
2017
Q4 		$2K Hold
100
– – ﹤0.01% 1077
2017
Q3 		$2K Hold
100
– – ﹤0.01% 1010
2017
Q2 		$2K Hold
100
– – ﹤0.01% 1040
2017
Q1 		$2K Sell
100
-250
-71% -$5K ﹤0.01% 991
2016
Q4 		$7K Sell
350
-250
-42% -$5K ﹤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% -$2.48K 0.01% 448
2014
Q4 		$15K Buy
735
+135
+23% +$2.76K 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% -$10K 0.01% 398
2013
Q3 		$27K Buy
1,100
+500
+83% +$12.3K 0.02% 263
2013
Q2 		$12K Buy
+600
New +$12K 0.01% 352