Berman Capital Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $284K | Buy |
1,904
+465
| +32% | +$69.4K | 0.04% | 211 |
|
|
2021
Q2 | $201K | Buy |
1,439
+456
| +46% | +$63.7K | 0.03% | 236 |
|
|
2021
Q1 | $126K | Sell |
983
-41
| -4% | -$5.26K | 0.03% | 258 |
|
|
2020
Q4 | $120K | Buy |
1,024
+16
| +2% | +$1.88K | 0.03% | 224 |
|
|
2020
Q3 | $113K | Sell |
1,008
-8
| -0.8% | -$897 | 0.03% | 214 |
|
|
2020
Q2 | $106K | Buy |
1,016
+89
| +10% | +$9.29K | 0.03% | 219 |
|
|
2020
Q1 | $84K | Sell |
927
-100
| -10% | -$9.06K | 0.03% | 225 |
|
|
2019
Q4 | $117K | Buy |
1,027
+1
| +0.1% | +$114 | 0.03% | 204 |
|
|
2019
Q3 | $118K | Sell |
1,026
-161
| -14% | -$18.5K | 0.04% | 191 |
|
|
2019
Q2 | $136K | Buy |
1,187
+36
| +3% | +$4.13K | 0.04% | 172 |
|
|
2019
Q1 | $118K | Buy |
1,151
+89
| +8% | +$9.12K | 0.04% | 172 |
|
|
2018
Q4 | $94K | Buy |
+1,062
| New | +$94K | 0.04% | 184 |
|