Concert Wealth Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-8,175
| Closed | -$541K | – | 1032 |
|
|
2016
Q2 | $541K | Sell |
8,175
-77
| -0.9% | -$5.1K | 0.07% | 327 |
|
|
2016
Q1 | $488K | Sell |
8,252
-66
| -0.8% | -$3.9K | 0.07% | 359 |
|
|
2015
Q4 | $444K | Buy |
8,318
+1,774
| +27% | +$94.7K | 0.06% | 381 |
|
|
2015
Q3 | $326K | Buy |
6,544
+1,078
| +20% | +$53.7K | 0.04% | 458 |
|
|
2015
Q2 | $254K | Sell |
5,466
-427
| -7% | -$19.8K | 0.03% | 566 |
|
|
2015
Q1 | $261K | Buy |
+5,893
| New | +$261K | 0.07% | 333 |
|