Essex Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $284K | Hold |
1,370
| – | – | 0.67% | 27 |
|
|
2024
Q2 | $292K | Hold |
1,370
| – | – | 0.74% | 25 |
|
|
2024
Q1 | $292K | Buy |
+1,370
| New | +$292K | 0.83% | 23 |
|
|
2023
Q4 | – | Sell |
-1,370
| Closed | -$209K | – | 29 |
|
|
2023
Q3 | $209K | Sell |
1,370
-55
| -4% | -$8.38K | 0.71% | 26 |
|
|
2023
Q2 | $247K | Hold |
1,425
| – | – | 0.85% | 25 |
|
|
2023
Q1 | $233K | Hold |
1,425
| – | – | 0.84% | 24 |
|
|
2022
Q4 | $224K | Hold |
1,425
| – | – | 0.84% | 25 |
|
|
2022
Q3 | $228K | Hold |
1,425
| – | – | 0.91% | 26 |
|
|
2022
Q2 | $218K | Buy |
+1,425
| New | +$218K | 0.81% | 26 |
|