Bernardo Wealth Planning’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,100
| Closed | -$365K | – | 159 |
|
|
2020
Q4 | $365K | Hold |
3,100
| – | – | 0.14% | 118 |
|
|
2020
Q3 | $350K | Sell |
3,100
-48
| -2% | -$5.42K | 0.16% | 107 |
|
|
2020
Q2 | $333K | Hold |
3,148
| – | – | 0.18% | 107 |
|
|
2020
Q1 | $291K | Sell |
3,148
-16
| -0.5% | -$1.48K | 0.2% | 110 |
|
|
2019
Q4 | $360K | Buy |
3,164
+2
| +0.1% | +$228 | 0.22% | 110 |
|
|
2019
Q3 | $363K | Sell |
3,162
-45
| -1% | -$5.17K | 0.26% | 103 |
|
|
2019
Q2 | $370K | Sell |
3,207
-135
| -4% | -$15.6K | 0.29% | 95 |
|
|
2019
Q1 | $347K | Buy |
3,342
+193
| +6% | +$20K | 0.27% | 100 |
|
|
2018
Q4 | $280K | Buy |
+3,149
| New | +$280K | 0.25% | 105 |
|