BWA
BDO Wealth Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $277K | Buy |
1,596
+80
| +5% | +$13.9K | 0.03% | 226 |
|
|
2023
Q1 | $247K | Hold |
1,516
| – | – | 0.03% | 231 |
|
|
2022
Q4 | $238K | Hold |
1,516
| – | – | 0.03% | 240 |
|
|
2022
Q3 | $243K | Hold |
1,516
| – | – | 0.03% | 230 |
|
|
2022
Q2 | $232K | Hold |
1,516
| – | – | 0.03% | 237 |
|
|
2022
Q1 | $240K | Hold |
1,516
| – | – | 0.03% | 246 |
|
|
2021
Q4 | $253K | Hold |
1,516
| – | – | 0.03% | 254 |
|
|
2021
Q3 | $226K | Sell |
1,516
-189
| -11% | -$28.2K | 0.02% | 267 |
|
|
2021
Q2 | $239K | Hold |
1,705
| – | – | 0.03% | 266 |
|
|
2021
Q1 | $220K | Buy |
+1,705
| New | +$220K | 0.03% | 275 |
|
|
2019
Q1 | – | Sell |
-150
| Closed | -$13K | – | 673 |
|
|
2018
Q4 | $13K | Hold |
150
| – | – | ﹤0.01% | 385 |
|
|
2018
Q3 | $14K | Hold |
150
| – | – | ﹤0.01% | 430 |
|
|
2018
Q2 | $12K | Buy |
+150
| New | +$12K | ﹤0.01% | 445 |
|