WESPAC Advisors SoCal’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 |
-1,000
| Closed | -$23K | – | 317 |
|
|
2019
Q1 | $23K | Hold |
1,000
| – | – | 0.01% | 164 |
|
|
2018
Q4 | $19K | Hold |
1,000
| – | – | 0.01% | 186 |
|
|
2018
Q3 | $17K | Buy |
+1,000
| New | +$17K | 0.01% | 202 |
|
|
2018
Q2 | – | Sell |
-1,000
| Closed | -$20K | – | 254 |
|
|
2018
Q1 | $20K | Hold |
1,000
| – | – | 0.01% | 167 |
|
|
2017
Q4 | $22K | Hold |
1,000
| – | – | 0.01% | 157 |
|
|
2017
Q3 | $19K | Hold |
1,000
| – | – | 0.01% | 170 |
|
|
2017
Q2 | $19K | Hold |
1,000
| – | – | 0.01% | 158 |
|
|
2017
Q1 | $20.8K | Hold |
1,000
| – | – | 0.01% | 151 |
|
|
2016
Q4 | $19.3K | Buy |
1,000
+500
| +100% | +$9.66K | 0.01% | 152 |
|
|
2016
Q3 | $13.5K | Hold |
500
| – | – | 0.01% | 173 |
|
|
2016
Q2 | $11.8K | Buy |
+500
| New | +$11.8K | 0.01% | 193 |
|