WealthSource Partners’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $312K | Sell |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $279K | Buy |
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|
2023
Q1 | $310K | Hold |
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|
2022
Q4 | $252K | Hold |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $235K | Hold |
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|
2022
Q1 | $310K | Hold |
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|
2021
Q4 | $279K | Sell |
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|
2021
Q3 | $263K | Buy |
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|
2021
Q2 | $262K | Hold |
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|
2021
Q1 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $269K | Buy |
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|
2019
Q3 | $219K | Buy |
|