Balasa Dinverno & Foltz’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $340K | Buy |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | $270K | Sell |
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|
2021
Q4 | $286K | Buy |
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|
2021
Q3 | $236K | Buy |
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|
2021
Q2 | $215K | Sell |
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|
2021
Q1 | $218K | Sell |
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|
2020
Q4 | $200K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $292K | Buy |
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|
2019
Q3 | $278K | Hold |
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|
2019
Q2 | $279K | Buy |
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