Vantage Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,005
| Closed | -$21K | – | 803 |
|
|
2017
Q1 | $21K | Hold |
1,005
| – | – | 0.01% | 399 |
|
|
2016
Q4 | $19K | Sell |
1,005
-500
| -33% | -$9.45K | 0.01% | 411 |
|
|
2016
Q3 | $41K | Hold |
1,505
| – | – | 0.02% | 273 |
|
|
2016
Q2 | $35K | Hold |
1,505
| – | – | 0.01% | 314 |
|
|
2016
Q1 | $25K | Hold |
1,505
| – | – | 0.01% | 365 |
|
|
2015
Q4 | $19K | Hold |
1,505
| – | – | 0.01% | 399 |
|
|
2015
Q3 | $18K | Buy |
1,505
+150
| +11% | +$1.79K | 0.01% | 402 |
|
|
2015
Q2 | $23K | Sell |
1,355
-1,355
| -50% | -$23K | 0.01% | 360 |
|
|
2015
Q1 | $52K | Buy |
2,710
+1,355
| +100% | +$26K | 0.01% | 334 |
|
|
2014
Q4 | $28K | Hold |
1,355
| – | – | 0.02% | 326 |
|
|
2014
Q3 | $27K | Buy |
1,355
+500
| +58% | +$9.96K | 0.02% | 307 |
|
|
2014
Q2 | $22K | Hold |
855
| – | – | 0.01% | 358 |
|
|
2014
Q1 | $19K | Hold |
855
| – | – | 0.01% | 355 |
|
|
2013
Q4 | $17K | Buy |
+855
| New | +$17K | 0.01% | 341 |
|