BKS Advisors’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
$296K Hold
2,850
0.12% 159
2018
Q4
$254K Sell
2,850
-100
-3% -$8.91K 0.12% 169
2018
Q3
$266K Hold
2,950
0.1% 173
2018
Q2
$240K Sell
2,950
-100
-3% -$8.14K 0.08% 186
2018
Q1
$257K Buy
3,050
+100
+3% +$8.43K 0.09% 174
2017
Q4
$255K Sell
2,950
-200
-6% -$17.3K 0.09% 172
2017
Q3
$247K Buy
+3,150
New +$247K 0.1% 171