Clarity Financial’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,060
| Closed | -$226K | – | 157 |
|
|
2024
Q2 | $226K | Sell |
1,060
-1,000
| -49% | -$213K | 0.03% | 112 |
|
|
2024
Q1 | $439K | Sell |
2,060
-1
| -0% | -$213 | 0.07% | 75 |
|
|
2023
Q4 | $369K | Buy |
2,061
+1
| +0% | +$179 | 0.06% | 75 |
|
|
2023
Q3 | $314K | Buy |
2,060
+20
| +1% | +$3.05K | 0.05% | 86 |
|
|
2023
Q2 | $354K | Buy |
+2,040
| New | +$354K | 0.05% | 77 |
|
|
2023
Q1 | – | Sell |
-2,231
| Closed | -$350K | – | 94 |
|
|
2022
Q4 | $350K | Sell |
2,231
-15
| -0.7% | -$2.35K | 0.07% | 68 |
|
|
2022
Q3 | $360K | Buy |
2,246
+158
| +8% | +$25.3K | 0.08% | 64 |
|
|
2022
Q2 | $319K | Sell |
2,088
-21,126
| -91% | -$3.23M | 0.07% | 70 |
|
|
2022
Q1 | $3.68M | Buy |
23,214
+205
| +0.9% | +$32.5K | 0.74% | 37 |
|
|
2021
Q4 | $3.84M | Buy |
+23,009
| New | +$3.84M | 0.6% | 43 |
|