Blue Zone Wealth Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-20,445
| Closed | -$3.24M | – | 102 |
|
|
2022
Q1 | $3.24M | Sell |
20,445
-92
| -0.4% | -$14.6K | 1.21% | 32 |
|
|
2021
Q4 | $3.43M | Sell |
20,537
-19
| -0.1% | -$3.17K | 1.13% | 32 |
|
|
2021
Q3 | $3.07M | Sell |
20,556
-38
| -0.2% | -$5.68K | 1.06% | 32 |
|
|
2021
Q2 | $2.89M | Sell |
20,594
-38
| -0.2% | -$5.32K | 1.08% | 32 |
|
|
2021
Q1 | $2.66M | Buy |
20,632
+5,700
| +38% | +$735K | 1.13% | 30 |
|
|
2020
Q4 | $1.76M | Buy |
14,932
+150
| +1% | +$17.7K | 0.85% | 41 |
|
|
2020
Q3 | $1.67M | Sell |
14,782
-2,806
| -16% | -$318K | 0.94% | 30 |
|
|
2020
Q2 | $1.86M | Buy |
+17,588
| New | +$1.86M | 1.04% | 25 |
|