Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-400
| Closed | -$61K | – | 702 |
|
|
2022
Q2 | $61K | Buy |
400
+78
| +24% | +$11.9K | 0.01% | 212 |
|
|
2022
Q1 | $51K | Buy |
322
+253
| +367% | +$40.1K | 0.01% | 214 |
|
|
2021
Q4 | $11K | Buy |
+69
| New | +$11K | ﹤0.01% | 314 |
|
|
2021
Q1 | – | Sell |
-69
| Closed | -$8K | – | 495 |
|
|
2020
Q4 | $8K | Buy |
+69
| New | +$8K | 0.01% | 279 |
|