Waratah Capital 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
Q2 | – | Sell |
-18,776
| Closed | -$904K | – | 178 |
|
2023
Q1 | $904K | Buy |
+18,776
| New | +$904K | 0.02% | 127 |
|
2020
Q4 | – | Sell |
-285,619
| Closed | -$14M | – | 243 |
|
2020
Q3 | $14M | Sell |
285,619
-8,624
| -3% | -$422K | 1.49% | 21 |
|
2020
Q2 | $12.9M | Buy |
+294,243
| New | +$12.9M | 1.1% | 31 |
|
2016
Q3 | – | Sell |
-64,470
| Closed | -$1.52M | – | 134 |
|
2016
Q2 | $1.52M | Buy |
+64,470
| New | +$1.52M | 0.31% | 70 |
|
2015
Q1 | – | Sell |
-11,900
| Closed | -$242K | – | 111 |
|
2014
Q4 | $242K | Buy |
+11,900
| New | +$242K | 0.11% | 76 |
|