CPA
Clear Perspective Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $291K | Sell |
1,744
-256
| -13% | -$42.7K | 0.09% | 143 |
|
|
2021
Q3 | $299K | Hold |
2,000
| – | – | 0.1% | 128 |
|
|
2021
Q2 | $280K | Sell |
2,000
-240
| -11% | -$33.6K | 0.1% | 131 |
|
|
2021
Q1 | $289K | Buy |
+2,240
| New | +$289K | 0.11% | 124 |
|
|
2019
Q4 | – | Sell |
-4,170
| Closed | -$480K | – | 153 |
|
|
2019
Q3 | $480K | Buy |
4,170
+2,095
| +101% | +$241K | 0.22% | 88 |
|
|
2019
Q2 | $239K | Buy |
+2,075
| New | +$239K | 0.15% | 128 |
|
|
2018
Q3 | – | Sell |
-1,875
| Closed | -$153K | – | 444 |
|
|
2018
Q2 | $153K | Hold |
1,875
| – | – | 0.11% | 162 |
|
|
2018
Q1 | $158K | Hold |
1,875
| – | – | 0.12% | 151 |
|
|
2017
Q4 | $162K | Hold |
1,875
| – | – | 0.12% | 153 |
|
|
2017
Q3 | $147K | Hold |
1,875
| – | – | 0.12% | 153 |
|
|
2017
Q2 | $138K | Hold |
1,875
| – | – | 0.12% | 147 |
|
|
2017
Q1 | $137K | Hold |
1,875
| – | – | 0.09% | 145 |
|
|
2016
Q4 | $133K | Buy |
+1,875
| New | +$133K | 0.09% | 147 |
|