WFG Advisors’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
2017
Q2
$746K Buy
37,485
+3,993
+12% +$81.6K 0.17% 143
2017
Q1
$698K Sell
33,492
-3,718
-10% -$77.3K 0.19% 129
2016
Q4
$719K Buy
37,210
+6,485
+21% +$135K 0.18% 151
2016
Q3
$831K Sell
30,725
-6,411
-17% -$176K 0.21% 119
2016
Q2
$874K Buy
37,136
+917
+3% +$17.7K 0.23% 107
2016
Q1
$601K Sell
36,219
-1,273
-3% -$18.4K 0.17% 145
2015
Q4
$466K Sell
37,492
-1,852
-5% -$24.5K 0.14% 173
2015
Q3
$473K Sell
39,344
-15,600
-28% -$204K 0.15% 162
2015
Q2
$953K Sell
54,944
-11,113
-17% -$214K 0.26% 82
2015
Q1
$1.26M Sell
66,057
-6,971
-10% -$148K 0.35% 59
2014
Q4
$1.49M Sell
73,028
-81
-0.1% -$1.61K 0.3% 69
2014
Q3
$1.46M Sell
73,109
-11,368
-13% -$283K 0.28% 75
2014
Q2
$2.22M Sell
84,477
-13,660
-14% -$306K 0.41% 42
2014
Q1
$2.23M Buy
98,137
+3,053
+3% +$72K 0.45% 30
2013
Q4
$1.92M Sell
95,084
-37,543
-28% -$815K 0.27% 83
2013
Q3
$3.29M Sell
132,627
-4,058
-3% -$96.5K 0.51% 34
2013
Q2
$2.69M Buy
+136,685
New +$3.26M 0.45% 45

Other funds holding WPM