Confluence Wealth Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $454K | Buy |
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|
2020
Q2 | $382K | Sell |
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|
2020
Q1 | $394K | Buy |
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|
2019
Q4 | $437K | Sell |
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|
2019
Q3 | $454K | Buy |
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|
2019
Q2 | $420K | Sell |
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|
2019
Q1 | $383K | Buy |
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|
2018
Q4 | $290K | Sell |
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|
2018
Q3 | $332K | Hold |
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|
2018
Q2 | $299K | Sell |
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|
2018
Q1 | $462K | Sell |
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|
2017
Q4 | $479K | Sell |
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|
2017
Q3 | $448K | Sell |
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|
2017
Q2 | $429K | Sell |
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|
2017
Q1 | $433K | Sell |
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|
2016
Q4 | $423K | Sell |
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|
2016
Q3 | $398K | Buy |
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|
2016
Q2 | $382K | Buy |
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|
2016
Q1 | $333K | Buy |
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|
2015
Q4 | $228K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $373K | Buy |
|