Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,780
| Closed | -$1.56M | – | 224 |
|
|
2020
Q3 | $1.56M | Buy |
13,780
+120
| +0.9% | +$13.6K | 0.43% | 94 |
|
|
2020
Q2 | $1.45M | Sell |
13,660
-365
| -3% | -$38.7K | 0.48% | 86 |
|
|
2020
Q1 | $1.3M | Sell |
14,025
-7,235
| -34% | -$670K | 0.59% | 68 |
|
|
2019
Q4 | $2.42M | Buy |
21,260
+114
| +0.5% | +$13K | 0.62% | 72 |
|
|
2019
Q3 | $2.43M | Buy |
21,146
+355
| +2% | +$40.8K | 0.67% | 68 |
|
|
2019
Q2 | $2.4M | Buy |
+20,791
| New | +$2.4M | 0.67% | 70 |
|