Clear Perspective Advisors’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$291K Sell
2021
Q3
$299K Hold
2021
Q2
$280K Sell
2021
Q1
$289K Buy
2019
Q4
Sell
2019
Q3
$480K Buy
2019
Q2
$239K Buy
2018
Q3
Sell
2018
Q2
$153K Hold
2018
Q1
$158K Hold
2017
Q4
$162K Hold
2017
Q3
$147K Hold
2017
Q2
$138K Hold
2017
Q1
$137K Hold
2016
Q4
$133K Buy