TVWM
Tower View Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-115
| Closed | -$5K | – | 238 |
|
|
2021
Q2 | $5K | Hold |
115
| – | – | ﹤0.01% | 154 |
|
|
2021
Q1 | $4K | Hold |
115
| – | – | ﹤0.01% | 172 |
|
|
2020
Q4 | $5K | Hold |
115
| – | – | ﹤0.01% | 156 |
|
|
2020
Q3 | $6K | Buy |
115
+20
| +21% | +$1.04K | ﹤0.01% | 130 |
|
|
2020
Q2 | $4K | Hold |
95
| – | – | ﹤0.01% | 135 |
|
|
2020
Q1 | $3K | Hold |
95
| – | – | ﹤0.01% | 105 |
|
|
2019
Q4 | $3K | Hold |
95
| – | – | ﹤0.01% | 131 |
|
|
2019
Q3 | $2K | Hold |
95
| – | – | ﹤0.01% | 130 |
|
|
2019
Q2 | $2K | Hold |
95
| – | – | ﹤0.01% | 128 |
|
|
2019
Q1 | $2K | Hold |
95
| – | – | ﹤0.01% | 133 |
|
|
2018
Q4 | $2K | Hold |
95
| – | – | ﹤0.01% | 131 |
|
|
2018
Q3 | $2K | Hold |
95
| – | – | ﹤0.01% | 153 |
|
|
2018
Q2 | $2K | Hold |
95
| – | – | ﹤0.01% | 141 |
|
|
2018
Q1 | $2K | Hold |
95
| – | – | ﹤0.01% | 133 |
|
|
2017
Q4 | $2K | Buy |
+95
| New | +$2K | ﹤0.01% | 141 |
|