V Wealth Advisors’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $412K | Hold |
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|
2023
Q1 | $459K | Hold |
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|
2022
Q4 | $372K | Buy |
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|
2022
Q3 | $302K | Sell |
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|
2022
Q2 | $354K | Sell |
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|
2022
Q1 | $472K | Hold |
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|
2021
Q4 | $426K | Buy |
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|
2021
Q3 | $368K | Sell |
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|
2021
Q2 | $433K | Buy |
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|
2021
Q1 | $375K | Buy |
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|
2020
Q4 | $392K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $370K | Buy |
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|
2020
Q1 | $219K | Sell |
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|
2019
Q4 | $213K | Hold |
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|
2019
Q3 | $213K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $206K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $190K | Sell |
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|
2017
Q1 | $208K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $256K | Hold |
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|
2016
Q2 | $227K | Buy |
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