Wealthspire Advisors (Maryland)’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 |
-2,089
| Closed | -$50K | – | 2095 |
|
|
2019
Q1 | $50K | Hold |
2,089
| – | – | ﹤0.01% | 900 |
|
|
2018
Q4 | $41K | Hold |
2,089
| – | – | ﹤0.01% | 944 |
|
|
2018
Q3 | $37K | Hold |
2,089
| – | – | ﹤0.01% | 1073 |
|
|
2018
Q2 | $46K | Hold |
2,089
| – | – | ﹤0.01% | 1007 |
|
|
2018
Q1 | $43K | Sell |
2,089
-12
| -0.6% | -$247 | ﹤0.01% | 1044 |
|
|
2017
Q4 | $46K | Sell |
2,101
-306
| -13% | -$6.7K | ﹤0.01% | 1039 |
|
|
2017
Q3 | $46K | Sell |
2,407
-10
| -0.4% | -$191 | 0.01% | 1013 |
|
|
2017
Q2 | $48K | Buy |
2,417
+278
| +13% | +$5.52K | 0.01% | 965 |
|
|
2017
Q1 | $45K | Hold |
2,139
| – | – | 0.01% | 834 |
|
|
2016
Q4 | $41K | Buy |
2,139
+50
| +2% | +$958 | 0.01% | 830 |
|
|
2016
Q3 | $56K | Hold |
2,089
| – | – | 0.01% | 744 |
|
|
2016
Q2 | $49K | Hold |
2,089
| – | – | 0.01% | 740 |
|
|
2016
Q1 | $35K | Hold |
2,089
| – | – | 0.01% | 795 |
|
|
2015
Q4 | $26K | Buy |
+2,089
| New | +$26K | ﹤0.01% | 898 |
|