Wagner Wealth Management’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 | – | Sell |
-815
| Closed | -$31K | – | 726 |
|
|
2021
Q1 | $31K | Buy |
+815
| New | +$31K | 0.02% | 298 |
|
|
2018
Q3 | $6K | Sell |
333
-300
| -47% | -$5.41K | ﹤0.01% | 483 |
|
|
2018
Q2 | $14K | Hold |
633
| – | – | 0.01% | 357 |
|
|
2018
Q1 | $13K | Sell |
633
-300
| -32% | -$6.16K | 0.01% | 346 |
|
|
2017
Q4 | $20K | Buy |
+933
| New | +$20K | 0.02% | 307 |
|