CapWealth Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-600
| Closed | -$35K | – | 319 |
|
|
2016
Q1 | $35K | Buy |
+600
| New | +$35K | 0.01% | 159 |
|
|
2014
Q2 | – | Sell |
-300
| Closed | -$13K | – | 392 |
|
|
2014
Q1 | $13K | Hold |
300
| – | – | ﹤0.01% | 225 |
|
|
2013
Q4 | $13K | Sell |
300
-1,037
| -78% | -$44.9K | ﹤0.01% | 241 |
|
|
2013
Q3 | $55K | Buy |
1,337
+1,037
| +346% | +$42.7K | 0.02% | 139 |
|
|
2013
Q2 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 280 |
|