WWM
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Willingdon Wealth Management’s Wheaton Precious Metals WPM Stock Holding History

Willingdon Wealth Management’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		$249K Buy
9,060
+2,424
+37% +$69.9K 0.06% 103
2019
Q4 		$197K Buy
6,636
+1,875
+39% +$51.3K 0.04% 130
2019
Q3 		$125K Sell
4,761
-3,399
-42% -$91.5K 0.03% 138
2019
Q2 		$197K Buy
8,160
+5,595
+218% +$124K 0.05% 123
2019
Q1 		$61K Buy
+2,565
New +$54.6K 0.02% 166
2016
Q3 		– Sell
-167,717
Closed -$3.95M – 122
2016
Q2 		$3.95M Buy
+167,717
New +$3.23M 2.03% 6

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