All Terrain Financial Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,619
| Closed | -$248K | – | 74 |
|
|
2022
Q2 | $248K | Sell |
1,619
-98
| -6% | -$15K | 0.11% | 62 |
|
|
2022
Q1 | $272K | Sell |
1,717
-96
| -5% | -$15.2K | 0.11% | 64 |
|
|
2021
Q4 | $303K | Buy |
1,813
+2
| +0.1% | +$334 | 0.12% | 56 |
|
|
2021
Q3 | $271K | Buy |
+1,811
| New | +$271K | 0.12% | 60 |
|
|
2020
Q2 | – | Sell |
-2,935
| Closed | -$272K | – | 112 |
|
|
2020
Q1 | $272K | Hold |
2,935
| – | – | 0.11% | 73 |
|
|
2019
Q4 | $334K | Buy |
2,935
+200
| +7% | +$22.8K | 0.11% | 80 |
|
|
2019
Q3 | $315K | Buy |
2,735
+100
| +4% | +$11.5K | 0.11% | 87 |
|
|
2019
Q2 | $304K | Buy |
2,635
+700
| +36% | +$80.8K | 0.1% | 90 |
|
|
2019
Q1 | $201K | Buy |
+1,935
| New | +$201K | 0.07% | 126 |
|