VSR 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-15,620
| Closed | -$271K | – | 624 |
|
|
2015
Q2 | $271K | Sell |
15,620
-400
| -2% | -$6.94K | 0.03% | 470 |
|
|
2015
Q1 | $305K | Buy |
16,020
+520
| +3% | +$9.9K | 0.03% | 441 |
|
|
2014
Q4 | $315K | Hold |
15,500
| – | – | 0.04% | 417 |
|
|
2014
Q3 | $309K | Hold |
15,500
| – | – | 0.04% | 436 |
|
|
2014
Q2 | $407K | Sell |
15,500
-270
| -2% | -$7.09K | 0.05% | 368 |
|
|
2014
Q1 | $358K | Buy |
15,770
+2,700
| +21% | +$61.3K | 0.05% | 398 |
|
|
2013
Q4 | $264K | Sell |
13,070
-763
| -6% | -$15.4K | 0.04% | 450 |
|
|
2013
Q3 | $343K | Sell |
13,833
-100
| -0.7% | -$2.48K | 0.06% | 354 |
|
|
2013
Q2 | $274K | Buy |
+13,933
| New | +$274K | 0.05% | 386 |
|