Cavalier Investments’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,138
| Closed | -$649K | – | 101 |
|
|
2022
Q4 | $649K | Sell |
4,138
-266
| -6% | -$41.7K | 0.23% | 71 |
|
|
2022
Q3 | $706K | Buy |
+4,404
| New | +$706K | 0.26% | 56 |
|
|
2017
Q3 | – | Sell |
-13,800
| Closed | -$1.01M | – | 182 |
|
|
2017
Q2 | $1.01M | Hold |
13,800
| – | – | 0.56% | 42 |
|
|
2017
Q1 | $1.01M | Hold |
13,800
| – | – | 0.56% | 38 |
|
|
2016
Q4 | $979K | Buy |
+13,800
| New | +$979K | 0.63% | 31 |
|