WFG Advisors’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $746K | Buy |
37,485
+3,993
| +12% | +$79.5K | 0.17% | 143 |
|
|
2017
Q1 | $698K | Sell |
33,492
-3,718
| -10% | -$77.5K | 0.19% | 129 |
|
|
2016
Q4 | $719K | Buy |
37,210
+6,485
| +21% | +$125K | 0.18% | 151 |
|
|
2016
Q3 | $831K | Sell |
30,725
-6,411
| -17% | -$173K | 0.21% | 119 |
|
|
2016
Q2 | $874K | Buy |
37,136
+917
| +3% | +$21.6K | 0.23% | 107 |
|
|
2016
Q1 | $601K | Sell |
36,219
-1,273
| -3% | -$21.1K | 0.17% | 145 |
|
|
2015
Q4 | $466K | Sell |
37,492
-1,852
| -5% | -$23K | 0.14% | 173 |
|
|
2015
Q3 | $473K | Sell |
39,344
-15,600
| -28% | -$188K | 0.15% | 162 |
|
|
2015
Q2 | $953K | Sell |
54,944
-11,113
| -17% | -$193K | 0.26% | 82 |
|
|
2015
Q1 | $1.26M | Sell |
66,057
-6,971
| -10% | -$133K | 0.35% | 59 |
|
|
2014
Q4 | $1.49M | Sell |
73,028
-81
| -0.1% | -$1.65K | 0.3% | 69 |
|
|
2014
Q3 | $1.46M | Sell |
73,109
-11,368
| -13% | -$227K | 0.28% | 75 |
|
|
2014
Q2 | $2.22M | Sell |
84,477
-13,660
| -14% | -$359K | 0.41% | 42 |
|
|
2014
Q1 | $2.23M | Buy |
98,137
+3,053
| +3% | +$69.3K | 0.45% | 30 |
|
|
2013
Q4 | $1.92M | Sell |
95,084
-37,543
| -28% | -$758K | 0.27% | 83 |
|
|
2013
Q3 | $3.29M | Sell |
132,627
-4,058
| -3% | -$101K | 0.51% | 34 |
|
|
2013
Q2 | $2.69M | Buy |
+136,685
| New | +$2.69M | 0.45% | 45 |
|