CWA
Clarus Wealth Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
1,101
-83
| -7% | -$18.7K | 0.11% | 80 |
|
|
2025
Q1 | $266K | Buy |
+1,184
| New | +$266K | 0.14% | 72 |
|
|
2022
Q2 | – | Sell |
-1,221
| Closed | -$200K | – | 120 |
|
|
2022
Q1 | $200K | Buy |
+1,221
| New | +$200K | 0.12% | 105 |
|
|
2019
Q3 | – | Sell |
-786
| Closed | -$91K | – | 551 |
|
|
2019
Q2 | $91K | Buy |
786
+360
| +85% | +$41.7K | 0.07% | 207 |
|
|
2019
Q1 | $44K | Sell |
426
-10
| -2% | -$1.03K | 0.03% | 316 |
|
|
2018
Q4 | $39K | Sell |
436
-44
| -9% | -$3.94K | 0.06% | 298 |
|
|
2018
Q3 | $43K | Buy |
480
+11
| +2% | +$985 | 0.03% | 320 |
|
|
2018
Q2 | $39K | Buy |
+469
| New | +$39K | 0.03% | 324 |
|