Capital Advisory Group Advisory Services’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 |
-370
| Closed | -$55K | – | 517 |
|
|
2021
Q3 | $55K | Hold |
370
| – | – | 0.02% | 260 |
|
|
2021
Q2 | $52K | Hold |
370
| – | – | 0.02% | 263 |
|
|
2021
Q1 | $48K | Hold |
370
| – | – | 0.02% | 250 |
|
|
2020
Q4 | $44K | Hold |
370
| – | – | 0.02% | 256 |
|
|
2020
Q3 | $42K | Buy |
370
+124
| +50% | +$14.1K | 0.02% | 211 |
|
|
2020
Q2 | $26K | Hold |
246
| – | – | 0.01% | 228 |
|
|
2020
Q1 | $23K | Buy |
+246
| New | +$23K | 0.03% | 150 |
|
|
2019
Q4 | – | Sell |
-246
| Closed | -$29K | – | 424 |
|
|
2019
Q3 | $29K | Hold |
246
| – | – | 0.02% | 178 |
|
|
2019
Q2 | $29K | Hold |
246
| – | – | 0.02% | 188 |
|
|
2019
Q1 | $25K | Sell |
246
-1
| -0.4% | -$102 | 0.02% | 192 |
|
|
2018
Q4 | $21K | Sell |
247
-249
| -50% | -$21.2K | 0.02% | 186 |
|
|
2018
Q3 | $46K | Hold |
496
| – | – | 0.03% | 144 |
|
|
2018
Q2 | $40K | Hold |
496
| – | – | 0.03% | 144 |
|
|
2018
Q1 | $42K | Buy |
+496
| New | +$42K | 0.03% | 145 |
|