CSat Investment Advisory’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $18K | Buy |
137
+24
| +21% | +$3.15K | 0.02% | 400 |
|
|
2020
Q4 | $13K | Sell |
113
-2,015
| -95% | -$232K | 0.01% | 410 |
|
|
2020
Q3 | $240K | Buy |
2,128
+939
| +79% | +$106K | 0.02% | 244 |
|
|
2020
Q2 | $126K | Buy |
1,189
+74
| +7% | +$7.84K | 0.02% | 402 |
|
|
2020
Q1 | $103K | Buy |
1,115
+124
| +13% | +$11.5K | 0.02% | 337 |
|
|
2019
Q4 | $113K | Buy |
991
+168
| +20% | +$19.2K | 0.03% | 338 |
|
|
2019
Q3 | $95K | Buy |
823
+78
| +10% | +$9K | 0.03% | 328 |
|
|
2019
Q2 | $86K | Buy |
745
+669
| +880% | +$77.2K | 0.03% | 325 |
|
|
2019
Q1 | $8K | Sell |
76
-2
| -3% | -$211 | ﹤0.01% | 464 |
|
|
2018
Q4 | $7K | Buy |
78
+16
| +26% | +$1.44K | ﹤0.01% | 462 |
|
|
2018
Q3 | $6K | Hold |
62
| – | – | ﹤0.01% | 456 |
|
|
2018
Q2 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 466 |
|