Wealthcare Advisory Partners’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 |
-11,952
| Closed | -$457K | – | 1878 |
|
|
2021
Q1 | $457K | Sell |
11,952
-200
| -2% | -$7.65K | 0.03% | 310 |
|
|
2020
Q4 | $507K | Buy |
+12,152
| New | +$507K | 0.05% | 236 |
|
|
2020
Q2 | – | Sell |
-992
| Closed | -$27K | – | 1368 |
|
|
2020
Q1 | $27K | Buy |
992
+160
| +19% | +$4.36K | ﹤0.01% | 652 |
|
|
2019
Q4 | $25K | Hold |
832
| – | – | ﹤0.01% | 709 |
|
|
2019
Q3 | $22K | Buy |
832
+621
| +294% | +$16.4K | ﹤0.01% | 729 |
|
|
2019
Q2 | $5K | Buy |
211
+2
| +1% | +$47 | ﹤0.01% | 1076 |
|
|
2019
Q1 | $5K | Hold |
209
| – | – | ﹤0.01% | 982 |
|
|
2018
Q4 | $4K | Buy |
209
+1
| +0.5% | +$19 | ﹤0.01% | 999 |
|
|
2018
Q3 | $4K | Sell |
208
-249
| -54% | -$4.79K | ﹤0.01% | 1047 |
|
|
2018
Q2 | $10K | Buy |
457
+207
| +83% | +$4.53K | ﹤0.01% | 848 |
|
|
2018
Q1 | $5K | Hold |
250
| – | – | ﹤0.01% | 840 |
|
|
2017
Q4 | $6K | Hold |
250
| – | – | ﹤0.01% | 767 |
|
|
2017
Q3 | $5K | Buy |
+250
| New | +$5K | ﹤0.01% | 663 |
|