Charles Schwab Investment Advisory’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-8,233
Closed -$732K 181
2018
Q4
$732K Sell
8,233
-12,499
-60% -$1.11M ﹤0.01% 168
2018
Q3
$1.87M Buy
20,732
+12,710
+158% +$1.15M ﹤0.01% 156
2018
Q2
$653K Buy
+8,022
New +$653K ﹤0.01% 162