Accel Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-408
| Closed | -$66.5K | – | 882 |
|
|
2023
Q1 | $66.5K | Hold |
408
| – | – | 0.03% | 415 |
|
|
2022
Q4 | $63.9K | Hold |
408
| – | – | 0.03% | 321 |
|
|
2022
Q3 | $69K | Hold |
408
| – | – | 0.04% | 312 |
|
|
2022
Q2 | $62K | Hold |
408
| – | – | 0.04% | 314 |
|
|
2022
Q1 | $65K | Sell |
408
-60
| -13% | -$9.56K | 0.03% | 320 |
|
|
2021
Q4 | $78K | Hold |
468
| – | – | 0.04% | 304 |
|
|
2021
Q3 | $70K | Hold |
468
| – | – | 0.05% | 274 |
|
|
2021
Q2 | $66K | Buy |
468
+76
| +19% | +$10.7K | 0.04% | 293 |
|
|
2021
Q1 | $51K | Buy |
392
+60
| +18% | +$7.81K | 0.04% | 313 |
|
|
2020
Q4 | $39K | Buy |
+332
| New | +$39K | 0.04% | 342 |
|