Apriem Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-825
| Closed | -$67K | – | 388 |
|
|
2018
Q2 | $67K | Buy |
+825
| New | +$67K | 0.02% | 217 |
|
|
2017
Q2 | – | Sell |
-800
| Closed | -$58K | – | 553 |
|
|
2017
Q1 | $58K | Hold |
800
| – | – | 0.02% | 218 |
|
|
2016
Q4 | $57K | Hold |
800
| – | – | 0.02% | 214 |
|
|
2016
Q3 | $51K | Sell |
800
-200
| -20% | -$12.8K | 0.02% | 223 |
|
|
2016
Q2 | $66K | Sell |
1,000
-269
| -21% | -$17.8K | 0.02% | 202 |
|
|
2016
Q1 | $75K | Buy |
1,269
+69
| +6% | +$4.08K | 0.03% | 161 |
|
|
2015
Q4 | $64K | Hold |
1,200
| – | – | 0.02% | 182 |
|
|
2015
Q3 | $60K | Hold |
1,200
| – | – | 0.02% | 182 |
|
|
2015
Q2 | $56K | Hold |
1,200
| – | – | 0.02% | 203 |
|
|
2015
Q1 | $65K | Sell |
1,200
-1,400
| -54% | -$75.8K | 0.02% | 185 |
|
|
2014
Q4 | $133K | Hold |
2,600
| – | – | 0.05% | 118 |
|
|
2014
Q3 | $124K | Buy |
+2,600
| New | +$124K | 0.05% | 126 |
|
|
2014
Q2 | – | Sell |
-2,600
| Closed | -$109K | – | 518 |
|
|
2014
Q1 | $109K | Hold |
2,600
| – | – | 0.04% | 156 |
|
|
2013
Q4 | $117K | Hold |
2,600
| – | – | 0.05% | 138 |
|
|
2013
Q3 | $107K | Hold |
2,600
| – | – | 0.05% | 145 |
|
|
2013
Q2 | $105K | Buy |
+2,600
| New | +$105K | 0.05% | 142 |
|