APWA
Atlas Private Wealth Advisors’s Waste Management WM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,200
| Closed | -$215K | – | 165 |
|
2023
Q4 | $215K | Buy |
+1,200
| New | +$215K | 0.04% | 149 |
|
2023
Q3 | – | Sell |
-1,198
| Closed | -$208K | – | 195 |
|
2023
Q2 | $208K | Buy |
+1,198
| New | +$208K | 0.04% | 170 |
|
2021
Q4 | – | Sell |
-570
| Closed | -$85K | – | 723 |
|
2021
Q3 | $85K | Buy |
570
+1
| +0.2% | +$149 | 0.04% | 188 |
|
2021
Q2 | $80K | Buy |
569
+1
| +0.2% | +$141 | 0.04% | 186 |
|
2021
Q1 | $73K | Buy |
568
+1
| +0.2% | +$129 | 0.04% | 196 |
|
2020
Q4 | $67K | Buy |
567
+82
| +17% | +$9.69K | 0.04% | 190 |
|
2020
Q3 | $55K | Hold |
485
| – | – | 0.05% | 195 |
|
2020
Q2 | $51K | Buy |
+485
| New | +$51K | 0.05% | 200 |
|