Altavista Wealth Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $294K | Hold |
1,764
| – | – | 0.06% | 160 |
|
|
2021
Q3 | $263K | Sell |
1,764
-76
| -4% | -$11.3K | 0.06% | 163 |
|
|
2021
Q2 | $258K | Sell |
1,840
-15
| -0.8% | -$2.1K | 0.06% | 165 |
|
|
2021
Q1 | $239K | Hold |
1,855
| – | – | 0.06% | 163 |
|
|
2020
Q4 | $219K | Hold |
1,855
| – | – | 0.06% | 162 |
|
|
2020
Q3 | $210K | Buy |
+1,855
| New | +$210K | 0.06% | 161 |
|
|
2020
Q1 | – | Sell |
-2,055
| Closed | -$234K | – | 171 |
|
|
2019
Q4 | $234K | Hold |
2,055
| – | – | 0.07% | 157 |
|
|
2019
Q3 | $236K | Hold |
2,055
| – | – | 0.07% | 152 |
|
|
2019
Q2 | $237K | Hold |
2,055
| – | – | 0.08% | 146 |
|
|
2019
Q1 | $214K | Sell |
2,055
-200
| -9% | -$20.8K | 0.08% | 150 |
|
|
2018
Q4 | $201K | Hold |
2,255
| – | – | 0.08% | 145 |
|
|
2018
Q3 | $204K | Buy |
+2,255
| New | +$204K | 0.08% | 151 |
|