Alera Investment Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $378K | Sell |
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|
2024
Q2 | $399K | Sell |
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|
2024
Q1 | $426K | Buy |
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|
2023
Q4 | $351K | Buy |
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|
2023
Q3 | $297K | Sell |
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|
2023
Q2 | $348K | Sell |
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|
2023
Q1 | $386K | Sell |
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|
2022
Q4 | $381K | Sell |
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|
2022
Q3 | $425K | Buy |
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|
2022
Q2 | $396K | Buy |
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|
2022
Q1 | $398K | Buy |
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|
2021
Q4 | $395K | Buy |
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|
2021
Q3 | $353K | Buy |
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|
2021
Q2 | $331K | Buy |
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|
2021
Q1 | $304K | Buy |
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|
2020
Q4 | $263K | Buy |
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|
2020
Q3 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $222K | Sell |
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|
2019
Q3 | $251K | Buy |
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|
2019
Q2 | $242K | Buy |
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|
2019
Q1 | $218K | Buy |
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|
2018
Q4 | $132K | Buy |
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