Bridgewater Wealth & Financial Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,032
| Closed | -$296K | – | 107 |
|
|
2017
Q2 | $296K | Buy |
4,032
+22
| +0.5% | +$1.62K | 0.1% | 83 |
|
|
2017
Q1 | $292K | Sell |
4,010
-144
| -3% | -$10.5K | 0.11% | 82 |
|
|
2016
Q4 | $295K | Buy |
4,154
+722
| +21% | +$51.3K | 0.11% | 82 |
|
|
2016
Q3 | $219K | Buy |
+3,432
| New | +$219K | 0.08% | 106 |
|
|
2016
Q2 | – | Sell |
-3,462
| Closed | -$204K | – | 120 |
|
|
2016
Q1 | $204K | Buy |
+3,462
| New | +$204K | 0.07% | 110 |
|