Braun-Bostich & Associates’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-190
| Closed | -$20K | – | 346 |
|
|
2020
Q2 | $20K | Hold |
190
| – | – | 0.02% | 170 |
|
|
2020
Q1 | $17K | Hold |
190
| – | – | 0.02% | 176 |
|
|
2019
Q4 | $22K | Buy |
+190
| New | +$22K | 0.02% | 188 |
|
|
2019
Q3 | – | Sell |
-602
| Closed | -$69K | – | 306 |
|
|
2019
Q2 | $69K | Sell |
602
-716
| -54% | -$82.1K | 0.07% | 162 |
|
|
2019
Q1 | $137K | Sell |
1,318
-624
| -32% | -$64.9K | 0.14% | 131 |
|
|
2018
Q4 | $173K | Buy |
1,942
+101
| +5% | +$9K | 0.18% | 102 |
|
|
2018
Q3 | $166K | Buy |
1,841
+394
| +27% | +$35.5K | 0.16% | 106 |
|
|
2018
Q2 | $118K | Buy |
1,447
+1,223
| +546% | +$99.7K | 0.12% | 118 |
|
|
2018
Q1 | $19K | Sell |
224
-617
| -73% | -$52.3K | 0.02% | 225 |
|
|
2017
Q4 | $73K | Buy |
+841
| New | +$73K | 0.06% | 155 |
|