BWA
Burt Wealth Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-115
| Closed | -$14K | – | 371 |
|
|
2020
Q4 | $14K | Hold |
115
| – | – | ﹤0.01% | 273 |
|
|
2020
Q3 | $13K | Buy |
115
+15
| +15% | +$1.7K | ﹤0.01% | 269 |
|
|
2020
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 265 |
|
|
2020
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 276 |
|
|
2019
Q4 | $11K | Hold |
100
| – | – | ﹤0.01% | 268 |
|
|
2019
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 264 |
|
|
2019
Q2 | $12K | Hold |
100
| – | – | 0.01% | 266 |
|
|
2019
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 278 |
|
|
2018
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 279 |
|
|
2018
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 302 |
|
|
2018
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 295 |
|
|
2018
Q1 | $8K | Sell |
100
-100
| -50% | -$8K | ﹤0.01% | 301 |
|
|
2017
Q4 | $17K | Buy |
+200
| New | +$17K | 0.01% | 252 |
|
|
2016
Q2 | – | Sell |
-900
| Closed | -$53K | – | 569 |
|
|
2016
Q1 | $53K | Buy |
+900
| New | +$53K | 0.05% | 160 |
|