WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $517K | Sell |
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|
2024
Q3 | $615K | Sell |
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|
2024
Q2 | $581K | Sell |
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|
2024
Q1 | $556K | Sell |
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|
2023
Q4 | $626K | Hold |
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|
2023
Q3 | $515K | Hold |
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|
2023
Q2 | $549K | Sell |
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|
2023
Q1 | $631K | Buy |
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|
2022
Q4 | $31.1K | Hold |
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|
2022
Q3 | $25.8K | Hold |
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|
2022
Q2 | $28.7K | Hold |
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|
2022
Q1 | $37.9K | Buy |
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