Dowling & Yahnke’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 | $868K | Sell |
5,419
-40
| -0.7% | -$6.41K | 0.04% | 232 |
|
|
2022
Q2 | $835K | Buy |
5,459
+2,296
| +73% | +$351K | 0.04% | 234 |
|
|
2022
Q1 | $501K | Sell |
3,163
-28
| -0.9% | -$4.44K | 0.02% | 281 |
|
|
2021
Q4 | $533K | Buy |
3,191
+709
| +29% | +$118K | 0.03% | 271 |
|
|
2021
Q3 | $371K | Buy |
2,482
+529
| +27% | +$79.1K | 0.02% | 289 |
|
|
2021
Q2 | $274K | Buy |
+1,953
| New | +$274K | 0.02% | 318 |
|
|
2014
Q3 | – | Sell |
-10,766
| Closed | -$482K | – | 276 |
|
|
2014
Q2 | $482K | Sell |
10,766
-903
| -8% | -$40.4K | 0.06% | 192 |
|
|
2014
Q1 | $491K | Buy |
+11,669
| New | +$491K | 0.06% | 193 |
|