Winfield Associates’s Wheaton Precious Metals WPM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-130
| Closed | -$3K | – | 663 |
|
2017
Q4 | $3K | Hold |
130
| – | – | ﹤0.01% | 617 |
|
2017
Q3 | $2K | Hold |
130
| – | – | ﹤0.01% | 632 |
|
2017
Q2 | $3K | Hold |
130
| – | – | ﹤0.01% | 648 |
|
2017
Q1 | $3K | Hold |
130
| – | – | ﹤0.01% | 553 |
|
2016
Q4 | $3K | Buy |
130
+40
| +44% | +$923 | ﹤0.01% | 527 |
|
2016
Q3 | $2K | Hold |
90
| – | – | ﹤0.01% | 561 |
|
2016
Q2 | $2K | Hold |
90
| – | – | ﹤0.01% | 552 |
|
2016
Q1 | $1K | Buy |
+90
| New | +$1K | ﹤0.01% | 645 |
|