Washington Trust Bank’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-500
| Closed | -$12K | – | 544 |
|
|
2019
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 490 |
|
|
2018
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 497 |
|
|
2018
Q3 | $9K | Sell |
500
-500
| -50% | -$9K | ﹤0.01% | 550 |
|
|
2018
Q2 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 470 |
|
|
2018
Q1 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 506 |
|
|
2017
Q4 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 541 |
|
|
2017
Q3 | $19K | Buy |
+1,000
| New | +$19K | ﹤0.01% | 517 |
|
|
2017
Q2 | – | Sell |
-500
| Closed | -$10K | – | 699 |
|
|
2017
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 575 |
|
|
2016
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 565 |
|
|
2016
Q3 | $14K | Hold |
500
| – | – | ﹤0.01% | 528 |
|
|
2016
Q2 | $12K | Sell |
500
-1,100
| -69% | -$26.4K | ﹤0.01% | 550 |
|
|
2016
Q1 | $27K | Hold |
1,600
| – | – | 0.01% | 463 |
|
|
2015
Q4 | $20K | Hold |
1,600
| – | – | ﹤0.01% | 518 |
|
|
2015
Q3 | $19K | Buy |
+1,600
| New | +$19K | 0.01% | 529 |
|
|
2014
Q3 | – | Sell |
-4,950
| Closed | -$130K | – | 868 |
|
|
2014
Q2 | $130K | Hold |
4,950
| – | – | 0.03% | 317 |
|
|
2014
Q1 | $112K | Buy |
+4,950
| New | +$112K | 0.02% | 337 |
|