Willingdon Wealth Management’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $249K | Buy |
9,060
+2,424
| +37% | +$66.6K | 0.06% | 99 |
|
|
2019
Q4 | $197K | Buy |
6,636
+1,875
| +39% | +$55.7K | 0.04% | 130 |
|
|
2019
Q3 | $125K | Sell |
4,761
-3,399
| -42% | -$89.2K | 0.03% | 138 |
|
|
2019
Q2 | $197K | Buy |
8,160
+5,595
| +218% | +$135K | 0.05% | 123 |
|
|
2019
Q1 | $61K | Buy |
+2,565
| New | +$61K | 0.02% | 166 |
|
|
2016
Q3 | – | Sell |
-167,717
| Closed | -$3.95M | – | 122 |
|
|
2016
Q2 | $3.95M | Buy |
+167,717
| New | +$3.95M | 2.03% | 6 |
|