USCA RIA’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $3.28M | Buy |
74,480
+1,330
| +2% | +$58.6K | 0.2% | 146 |
|
|
2021
Q1 | $2.8M | Buy |
73,150
+9,975
| +16% | +$381K | 0.18% | 164 |
|
|
2020
Q4 | $2.64M | Buy |
63,175
+5,957
| +10% | +$249K | 0.19% | 113 |
|
|
2020
Q3 | $2.81M | Buy |
57,218
+7,205
| +14% | +$354K | 0.22% | 102 |
|
|
2020
Q2 | $2.2M | Buy |
50,013
+5,729
| +13% | +$252K | 0.19% | 112 |
|
|
2020
Q1 | $1.22M | Buy |
44,284
+9,500
| +27% | +$262K | 0.14% | 158 |
|
|
2019
Q4 | $1.04M | Buy |
34,784
+10,255
| +42% | +$305K | 0.09% | 245 |
|
|
2019
Q3 | $644K | Buy |
24,529
+250
| +1% | +$6.56K | 0.06% | 281 |
|
|
2019
Q2 | $587K | Buy |
24,279
+1,701
| +8% | +$41.1K | 0.06% | 279 |
|
|
2019
Q1 | $538K | Buy |
22,578
+2,600
| +13% | +$62K | 0.06% | 271 |
|
|
2018
Q4 | $390K | Buy |
19,978
+601
| +3% | +$11.7K | 0.05% | 289 |
|
|
2018
Q3 | $339K | Buy |
19,377
+3,001
| +18% | +$52.5K | 0.03% | 373 |
|
|
2018
Q2 | $361K | Buy |
16,376
+300
| +2% | +$6.61K | 0.04% | 346 |
|
|
2018
Q1 | $327K | Buy |
16,076
+1,360
| +9% | +$27.7K | 0.04% | 356 |
|
|
2017
Q4 | $326K | Sell |
14,716
-100
| -0.7% | -$2.22K | 0.04% | 353 |
|
|
2017
Q3 | $295K | Hold |
14,816
| – | – | 0.04% | 349 |
|
|
2017
Q2 | $295K | Buy |
14,816
+4,000
| +37% | +$79.6K | 0.04% | 352 |
|
|
2017
Q1 | $225K | Buy |
+10,816
| New | +$225K | 0.03% | 368 |
|