Elmwood Wealth Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-30
| Closed | -$5K | – | 338 |
|
2021
Q4 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 319 |
|
2021
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 290 |
|
2021
Q1 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 278 |
|
2020
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 228 |
|
2020
Q2 | $3K | Buy |
30
+10
| +50% | +$1K | ﹤0.01% | 228 |
|
2020
Q1 | $1.68K | Buy |
+20
| New | +$1.68K | ﹤0.01% | 265 |
|
2019
Q4 | – | Sell |
-30
| Closed | -$3K | – | 249 |
|
2019
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 239 |
|
2019
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 258 |
|
2019
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 256 |
|
2018
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 268 |
|
2018
Q3 | $2.71K | Buy |
30
+10
| +50% | +$904 | ﹤0.01% | 252 |
|
2018
Q2 | $1.63K | Hold |
20
| – | – | ﹤0.01% | 261 |
|
2018
Q1 | $1.68K | Buy |
+20
| New | +$1.68K | ﹤0.01% | 265 |
|