Dean Investment Associates’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-15,153
| Closed | -$702K | – | 244 |
|
|
2015
Q2 | $702K | Buy |
15,153
+543
| +4% | +$25.2K | 0.16% | 155 |
|
|
2015
Q1 | $792K | Buy |
14,610
+1,198
| +9% | +$64.9K | 0.18% | 137 |
|
|
2014
Q4 | $688K | Buy |
13,412
+644
| +5% | +$33K | 0.16% | 140 |
|
|
2014
Q3 | $607K | Buy |
12,768
+495
| +4% | +$23.5K | 0.15% | 144 |
|
|
2014
Q2 | $549K | Buy |
12,273
+417
| +4% | +$18.7K | 0.13% | 152 |
|
|
2014
Q1 | $499K | Buy |
+11,856
| New | +$499K | 0.12% | 163 |
|