DFPG Investments’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.66M | Buy |
9,297
+66
| +0.7% | +$11.8K | 0.13% | 161 |
|
|
2023
Q3 | $1.57M | Sell |
9,231
-646
| -7% | -$110K | 0.15% | 152 |
|
|
2023
Q2 | $1.65M | Buy |
9,877
+2,372
| +32% | +$395K | 0.15% | 147 |
|
|
2023
Q1 | $1.22M | Buy |
7,505
+4,772
| +175% | +$779K | 0.13% | 166 |
|
|
2022
Q4 | $429K | Buy |
+2,733
| New | +$429K | 0.07% | 283 |
|
|
2021
Q2 | – | Sell |
-8,331
| Closed | -$1.09M | – | 181 |
|
|
2021
Q1 | $1.09M | Buy |
8,331
+661
| +9% | +$86.6K | 0.47% | 66 |
|
|
2020
Q4 | $910K | Buy |
7,670
+702
| +10% | +$83.3K | 0.42% | 69 |
|
|
2020
Q3 | $793K | Buy |
6,968
+298
| +4% | +$33.9K | 0.42% | 68 |
|
|
2020
Q2 | $698K | Sell |
6,670
-1,274
| -16% | -$133K | 0.43% | 65 |
|
|
2020
Q1 | $768K | Buy |
7,944
+619
| +8% | +$59.8K | 0.57% | 50 |
|
|
2019
Q4 | $866K | Buy |
7,325
+766
| +12% | +$90.6K | 0.57% | 51 |
|
|
2019
Q3 | $753K | Buy |
6,559
+1,320
| +25% | +$152K | 0.62% | 49 |
|
|
2019
Q2 | $613K | Buy |
+5,239
| New | +$613K | 0.59% | 48 |
|