BAM
Bruderman Asset Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $200K | Buy |
+1,306
| New | +$200K | 0.36% | 63 |
|
|
2022
Q1 | – | Sell |
-1,682
| Closed | -$281K | – | 99 |
|
|
2021
Q4 | $281K | Buy |
1,682
+2
| +0.1% | +$334 | 0.21% | 81 |
|
|
2021
Q3 | $251K | Buy |
1,680
+1
| +0.1% | +$149 | 0.06% | 112 |
|
|
2021
Q2 | $235K | Buy |
1,679
+2
| +0.1% | +$280 | 0.07% | 77 |
|
|
2021
Q1 | $216K | Buy |
+1,677
| New | +$216K | 0.06% | 113 |
|
|
2019
Q2 | – | Sell |
-1,460
| Closed | -$152K | – | 569 |
|
|
2019
Q1 | $152K | Buy |
1,460
+2
| +0.1% | +$208 | 0.03% | 147 |
|
|
2018
Q4 | $130K | Buy |
1,458
+77
| +6% | +$6.87K | 0.03% | 143 |
|
|
2018
Q3 | $125K | Sell |
1,381
-128
| -8% | -$11.6K | 0.03% | 136 |
|
|
2018
Q2 | $123K | Buy |
1,509
+2
| +0.1% | +$163 | 0.03% | 141 |
|
|
2018
Q1 | $127K | Buy |
+1,507
| New | +$127K | 0.03% | 149 |
|
|
2017
Q3 | – | Sell |
-1,500
| Closed | -$110K | – | 320 |
|
|
2017
Q2 | $110K | Buy |
+1,500
| New | +$110K | 0.03% | 149 |
|
|
2017
Q1 | – | Sell |
-1,496
| Closed | -$106K | – | 319 |
|
|
2016
Q4 | $106K | Buy |
1,496
+3
| +0.2% | +$213 | 0.03% | 146 |
|
|
2016
Q3 | $95K | Buy |
1,493
+2
| +0.1% | +$127 | 0.03% | 162 |
|
|
2016
Q2 | $99K | Buy |
1,491
+3
| +0.2% | +$199 | 0.03% | 159 |
|
|
2016
Q1 | $88K | Buy |
1,488
+2
| +0.1% | +$118 | 0.03% | 157 |
|
|
2015
Q4 | $79K | Sell |
1,486
-352
| -19% | -$18.7K | 0.03% | 170 |
|
|
2015
Q3 | $92K | Buy |
1,838
+3
| +0.2% | +$150 | 0.04% | 158 |
|
|
2015
Q2 | $85K | Hold |
1,835
| – | – | 0.03% | 171 |
|
|
2015
Q1 | $100K | Buy |
+1,835
| New | +$100K | 0.04% | 154 |
|