Compass Financial Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,371
| Closed | -$224K | – | 117 |
|
|
2023
Q1 | $224K | Buy |
1,371
+3
| +0.2% | +$489 | 0.28% | 113 |
|
|
2022
Q4 | $215K | Buy |
1,368
+2
| +0.1% | +$314 | 0.29% | 114 |
|
|
2022
Q3 | $219K | Buy |
1,366
+2
| +0.1% | +$321 | 0.33% | 103 |
|
|
2022
Q2 | $209K | Buy |
1,364
+3
| +0.2% | +$460 | 0.28% | 120 |
|
|
2022
Q1 | $216K | Buy |
1,361
+1
| +0.1% | +$159 | 0.24% | 128 |
|
|
2021
Q4 | $227K | Buy |
+1,360
| New | +$227K | 0.25% | 119 |
|