Disciplined 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
Q3 | – | Sell |
-181
| Closed | -$31.4K | – | 1560 |
|
|
2023
Q2 | $31.4K | Sell |
181
-1
| -0.5% | -$173 | 0.02% | 238 |
|
|
2023
Q1 | $29.7K | Hold |
182
| – | – | 0.01% | 270 |
|
|
2022
Q4 | $28.6K | Sell |
182
-165
| -48% | -$25.9K | 0.01% | 252 |
|
|
2022
Q3 | $56K | Buy |
347
+2
| +0.6% | +$323 | 0.03% | 207 |
|
|
2022
Q2 | $53K | Sell |
345
-59
| -15% | -$9.06K | 0.02% | 214 |
|
|
2022
Q1 | $64K | Buy |
404
+73
| +22% | +$11.6K | 0.03% | 201 |
|
|
2021
Q4 | $55K | Buy |
331
+181
| +121% | +$30.1K | 0.02% | 195 |
|
|
2021
Q3 | $22K | Hold |
150
| – | – | 0.01% | 260 |
|
|
2021
Q2 | $21K | Buy |
+150
| New | +$21K | 0.01% | 262 |
|