Certified Advisory Corp’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,706
| Closed | -$99K | – | 319 |
|
|
2023
Q3 | $99K | Buy |
+17,706
| New | +$99K | 0.02% | 240 |
|
|
2021
Q2 | – | Sell |
-704
| Closed | -$91K | – | 746 |
|
|
2021
Q1 | $91K | Buy |
+704
| New | +$91K | 0.02% | 268 |
|
|
2020
Q2 | $107K | Buy |
1,007
+102
| +11% | +$10.8K | 0.04% | 225 |
|
|
2020
Q1 | $84K | Buy |
905
+61
| +7% | +$5.66K | 0.03% | 226 |
|
|
2019
Q4 | $96K | Buy |
844
+2
| +0.2% | +$227 | 0.03% | 235 |
|
|
2019
Q3 | $97K | Buy |
842
+742
| +742% | +$85.5K | 0.03% | 240 |
|
|
2019
Q2 | $12K | Hold |
100
| – | – | ﹤0.01% | 571 |
|
|
2019
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 558 |
|
|
2018
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 560 |
|
|
2018
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 589 |
|
|
2018
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 580 |
|
|
2018
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 545 |
|
|
2017
Q4 | $8K | Buy |
+100
| New | +$8K | 0.01% | 506 |
|