TrustCore Financial Services’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-300
| Closed | -$9K | – | 955 |
|
|
2019
Q4 | $9K | Hold |
300
| – | – | ﹤0.01% | 655 |
|
|
2019
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 672 |
|
|
2019
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 682 |
|
|
2019
Q1 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 620 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$5K | – | 800 |
|
|
2018
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 664 |
|
|
2018
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 622 |
|
|
2018
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 568 |
|
|
2017
Q4 | $7K | Buy |
+300
| New | +$7K | ﹤0.01% | 530 |
|