WealthSource Partners’s Wheaton Precious Metals WPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $312K | Sell |
6,326
-124
| -2% | -$6.12K | 0.02% | 406 |
|
|
2023
Q3 | $262K | Hold |
6,450
| – | – | 0.02% | 425 |
|
|
2023
Q2 | $279K | Buy |
6,450
+3
| +0% | +$130 | 0.02% | 423 |
|
|
2023
Q1 | $310K | Hold |
6,447
| – | – | 0.02% | 399 |
|
|
2022
Q4 | $252K | Hold |
6,447
| – | – | 0.02% | 423 |
|
|
2022
Q3 | $209K | Sell |
6,447
-62
| -1% | -$2.01K | 0.02% | 457 |
|
|
2022
Q2 | $235K | Hold |
6,509
| – | – | 0.02% | 455 |
|
|
2022
Q1 | $310K | Hold |
6,509
| – | – | 0.02% | 445 |
|
|
2021
Q4 | $279K | Sell |
6,509
-500
| -7% | -$21.4K | 0.02% | 448 |
|
|
2021
Q3 | $263K | Buy |
7,009
+1,054
| +18% | +$39.5K | 0.02% | 427 |
|
|
2021
Q2 | $262K | Hold |
5,955
| – | – | 0.02% | 391 |
|
|
2021
Q1 | $228K | Buy |
+5,955
| New | +$228K | 0.02% | 383 |
|
|
2020
Q1 | – | Sell |
-9,034
| Closed | -$269K | – | 441 |
|
|
2019
Q4 | $269K | Buy |
9,034
+696
| +8% | +$20.7K | 0.04% | 334 |
|
|
2019
Q3 | $219K | Buy |
+8,338
| New | +$219K | 0.03% | 396 |
|