BRWM
B. Riley Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $31.1K | Sell |
26,328
-6,316
| -19% | -$7.46K | 0.04% | 89 |
|
|
2022
Q1 | $5.17M | Buy |
32,644
+881
| +3% | +$140K | 0.4% | 64 |
|
|
2021
Q4 | $5.3M | Buy |
31,763
+1,572
| +5% | +$262K | 0.37% | 66 |
|
|
2021
Q3 | $4.51M | Buy |
30,191
+342
| +1% | +$51.1K | 0.35% | 72 |
|
|
2021
Q2 | $4.18M | Buy |
29,849
+6,067
| +26% | +$850K | 0.46% | 56 |
|
|
2021
Q1 | $3.07M | Buy |
+23,782
| New | +$3.07M | 0.36% | 74 |
|
|
2020
Q4 | – | Sell |
-22,382
| Closed | -$2.53M | – | 469 |
|
|
2020
Q3 | $2.53M | Buy |
22,382
+561
| +3% | +$63.5K | 0.3% | 78 |
|
|
2020
Q2 | $2.31M | Sell |
21,821
-1,970
| -8% | -$209K | 0.25% | 96 |
|
|
2020
Q1 | $2.2M | Buy |
23,791
+20,933
| +732% | +$1.94M | 0.23% | 105 |
|
|
2019
Q4 | $326K | Sell |
2,858
-845
| -23% | -$96.4K | 0.05% | 276 |
|
|
2019
Q3 | $426K | Sell |
3,703
-913
| -20% | -$105K | 0.07% | 225 |
|
|
2019
Q2 | $533 | Buy |
4,616
+664
| +17% | +$77 | 0.08% | 200 |
|
|
2019
Q1 | $411K | Buy |
+3,952
| New | +$411K | 0.07% | 239 |
|
|
2015
Q3 | – | Sell |
-1,589
| Closed | -$73K | – | 755 |
|
|
2015
Q2 | $73K | Sell |
1,589
-2,400
| -60% | -$110K | 0.06% | 334 |
|
|
2015
Q1 | $216K | Hold |
3,989
| – | – | 0.16% | 189 |
|
|
2014
Q4 | $204K | Buy |
3,989
+1,400
| +54% | +$71.6K | 0.17% | 156 |
|
|
2014
Q3 | $123K | Hold |
2,589
| – | – | 0.09% | 265 |
|
|
2014
Q2 | $115K | Hold |
2,589
| – | – | 0.07% | 325 |
|
|
2014
Q1 | $109K | Buy |
+2,589
| New | +$109K | 0.08% | 296 |
|