BSW Wealth Partners’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,618
| Closed | -$242K | – | 273 |
|
|
2021
Q3 | $242K | Sell |
1,618
-892
| -36% | -$133K | 0.07% | 215 |
|
|
2021
Q2 | $352K | Buy |
2,510
+404
| +19% | +$56.7K | 0.1% | 149 |
|
|
2021
Q1 | $272K | Buy |
2,106
+30
| +1% | +$3.88K | 0.08% | 155 |
|
|
2020
Q4 | $245K | Buy |
+2,076
| New | +$245K | 0.08% | 146 |
|