Donoghue Forlines’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-4,861
| Closed | -$793K | – | 279 |
|
2023
Q1 | $793K | Sell |
4,861
-97
| -2% | -$15.8K | 0.29% | 101 |
|
2022
Q4 | $778K | Buy |
4,958
+2,353
| +90% | +$369K | 0.28% | 132 |
|
2022
Q3 | $417K | Sell |
2,605
-4,782
| -65% | -$765K | 0.15% | 130 |
|
2022
Q2 | $1.13M | Sell |
7,387
-931
| -11% | -$142K | 0.3% | 70 |
|
2022
Q1 | $1.32M | Buy |
8,318
+2,300
| +38% | +$364K | 0.29% | 86 |
|
2021
Q4 | $1M | Buy |
+6,018
| New | +$1M | 0.17% | 134 |
|