Cedar Brook Financial Partners’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,178
| Closed | -$251K | – | 423 |
|
|
2024
Q1 | $251K | Buy |
1,178
+23
| +2% | +$4.9K | 0.05% | 357 |
|
|
2023
Q4 | $207K | Buy |
+1,155
| New | +$207K | 0.05% | 388 |
|
|
2023
Q3 | – | Sell |
-1,269
| Closed | -$220K | – | 425 |
|
|
2023
Q2 | $220K | Buy |
1,269
+8
| +0.6% | +$1.39K | 0.05% | 354 |
|
|
2023
Q1 | $206K | Sell |
1,261
-214
| -15% | -$34.9K | 0.05% | 360 |
|
|
2022
Q4 | $231K | Hold |
1,475
| – | – | 0.07% | 317 |
|
|
2022
Q3 | $236K | Buy |
1,475
+5
| +0.3% | +$801 | 0.08% | 290 |
|
|
2022
Q2 | $225K | Buy |
1,470
+45
| +3% | +$6.89K | 0.07% | 302 |
|
|
2022
Q1 | $226K | Buy |
1,425
+96
| +7% | +$15.2K | 0.06% | 335 |
|
|
2021
Q4 | $222K | Buy |
+1,329
| New | +$222K | 0.06% | 342 |
|