Carroll Financial Associates’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $147K | Buy |
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|
2021
Q3 | $133K | Sell |
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|
2021
Q2 | $165K | Sell |
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|
2021
Q1 | $221K | Sell |
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|
2020
Q4 | $206K | Sell |
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|
2020
Q3 | $240K | Buy |
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|
2020
Q2 | $185K | Sell |
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|
2020
Q1 | $172K | Hold |
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|
2019
Q4 | $212K | Hold |
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|
2019
Q3 | $214K | Buy |
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|
2019
Q2 | $188K | Buy |
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|
2019
Q1 | $111K | Hold |
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|
2018
Q4 | $97K | Hold |
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|
2018
Q3 | $96K | Sell |
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|
2018
Q2 | $88K | Hold |
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|
2018
Q1 | $91K | Buy |
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|
2017
Q4 | $70K | Buy |
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|
2017
Q3 | $60K | Sell |
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|
2017
Q2 | $65K | Buy |
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|
2017
Q1 | $51K | Hold |
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|
2016
Q4 | $49K | Buy |
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|
2016
Q3 | $44K | Buy |
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|
2016
Q2 | $30K | Buy |
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|
2016
Q1 | $15K | Sell |
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|
2015
Q4 | $29K | Hold |
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|
2015
Q3 | $29K | Buy |
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|
2015
Q2 | $23K | Buy |
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|
2015
Q1 | $16K | Hold |
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|
2014
Q4 | $16K | Hold |
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|
2014
Q3 | $14K | Hold |
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|
2014
Q2 | $13K | Buy |
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