V Wealth Advisors’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
Q3 | – | Sell |
-9,527
| Closed | -$412K | – | 373 |
|
|
2023
Q2 | $412K | Hold |
9,527
| – | – | 0.07% | 222 |
|
|
2023
Q1 | $459K | Hold |
9,527
| – | – | 0.09% | 205 |
|
|
2022
Q4 | $372K | Buy |
9,527
+200
| +2% | +$7.82K | 0.08% | 244 |
|
|
2022
Q3 | $302K | Sell |
9,327
-500
| -5% | -$16.2K | 0.06% | 278 |
|
|
2022
Q2 | $354K | Sell |
9,827
-100
| -1% | -$3.6K | 0.07% | 285 |
|
|
2022
Q1 | $472K | Hold |
9,927
| – | – | 0.08% | 253 |
|
|
2021
Q4 | $426K | Buy |
9,927
+125
| +1% | +$5.36K | 0.06% | 287 |
|
|
2021
Q3 | $368K | Sell |
9,802
-21
| -0.2% | -$788 | 0.06% | 325 |
|
|
2021
Q2 | $433K | Buy |
9,823
+21
| +0.2% | +$926 | 0.07% | 302 |
|
|
2021
Q1 | $375K | Buy |
9,802
+400
| +4% | +$15.3K | 0.07% | 307 |
|
|
2020
Q4 | $392K | Buy |
+9,402
| New | +$392K | 0.08% | 250 |
|
|
2020
Q3 | – | Sell |
-8,402
| Closed | -$370K | – | 353 |
|
|
2020
Q2 | $370K | Buy |
8,402
+450
| +6% | +$19.8K | 0.1% | 230 |
|
|
2020
Q1 | $219K | Sell |
7,952
-150
| -2% | -$4.13K | 0.07% | 281 |
|
|
2019
Q4 | $213K | Hold |
8,102
| – | – | 0.08% | 262 |
|
|
2019
Q3 | $213K | Buy |
+8,102
| New | +$213K | 0.08% | 264 |
|
|
2018
Q1 | – | Sell |
-9,500
| Closed | -$206K | – | 224 |
|
|
2017
Q4 | $206K | Buy |
+9,500
| New | +$206K | 0.1% | 191 |
|
|
2017
Q3 | – | Sell |
-9,500
| Closed | -$190K | – | 711 |
|
|
2017
Q2 | $190K | Sell |
9,500
-576
| -6% | -$11.5K | 0.09% | 179 |
|
|
2017
Q1 | $208K | Buy |
+10,076
| New | +$208K | 0.13% | 165 |
|
|
2016
Q4 | – | Sell |
-9,500
| Closed | -$256K | – | 190 |
|
|
2016
Q3 | $256K | Hold |
9,500
| – | – | 0.21% | 139 |
|
|
2016
Q2 | $227K | Buy |
+9,500
| New | +$227K | 0.19% | 142 |
|