Charter Oak Capital Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-74
| Closed | -$11K | – | 900 |
|
|
2022
Q2 | $11K | Hold |
74
| – | – | ﹤0.01% | 584 |
|
|
2022
Q1 | $12K | Buy |
74
+25
| +51% | +$4.05K | ﹤0.01% | 605 |
|
|
2021
Q4 | $8K | Hold |
49
| – | – | ﹤0.01% | 647 |
|
|
2021
Q3 | $7K | Hold |
49
| – | – | ﹤0.01% | 629 |
|
|
2021
Q2 | $7K | Hold |
49
| – | – | ﹤0.01% | 626 |
|
|
2021
Q1 | $6K | Hold |
49
| – | – | ﹤0.01% | 617 |
|
|
2020
Q4 | $6K | Buy |
+49
| New | +$6K | ﹤0.01% | 583 |
|