TFO Wealth Partners’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
Q4 | – | Sell |
-648
| Closed | -$28K | – | 1103 |
|
|
2023
Q3 | $28K | Hold |
648
| – | – | 0.01% | 123 |
|
|
2023
Q2 | $28K | Buy |
+648
| New | +$28K | 0.01% | 112 |
|
|
2022
Q3 | – | Sell |
-46
| Closed | -$2K | – | 502 |
|
|
2022
Q2 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 364 |
|
|
2021
Q4 | – | Sell |
-1,000
| Closed | -$38K | – | 201 |
|
|
2021
Q3 | $38K | Buy |
+1,000
| New | +$38K | 0.01% | 61 |
|