CWM
Campbell Wealth Management’s Waste Management WM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-120
| Closed | -$13K | – | 350 |
|
2020
Q2 | $13K | Buy |
+120
| New | +$13K | ﹤0.01% | 254 |
|
2020
Q1 | – | Sell |
-1,945
| Closed | -$222K | – | 68 |
|
2019
Q4 | $222K | Hold |
1,945
| – | – | 0.04% | 63 |
|
2019
Q3 | $224K | Sell |
1,945
-215
| -10% | -$24.8K | 0.05% | 61 |
|
2019
Q2 | $249K | Buy |
2,160
+104
| +5% | +$12K | 0.06% | 53 |
|
2019
Q1 | $214K | Buy |
+2,056
| New | +$214K | 0.06% | 53 |
|