EWM
Executive Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,347
| Closed | -$211K | – | 207 |
|
|
2022
Q4 | $211K | Buy |
1,347
+1,126
| +510% | +$177K | 0.03% | 183 |
|
|
2022
Q3 | $221 | Sell |
221
-1,209
| -85% | -$1.21K | 0.03% | 168 |
|
|
2022
Q2 | $218K | Sell |
1,430
-156
| -10% | -$23.8K | 0.03% | 171 |
|
|
2022
Q1 | $251K | Sell |
1,586
-48,996
| -97% | -$7.75M | 0.03% | 170 |
|
|
2021
Q4 | $8.44M | Buy |
50,582
+1,874
| +4% | +$313K | 0.84% | 34 |
|
|
2021
Q3 | $7.28M | Hold |
48,708
| – | – | 0.8% | 33 |
|
|
2021
Q2 | $6.82M | Buy |
48,708
+3,789
| +8% | +$531K | 0.75% | 37 |
|
|
2021
Q1 | $5.8M | Buy |
44,919
+2,966
| +7% | +$383K | 0.68% | 43 |
|
|
2020
Q4 | $4.95M | Buy |
41,953
+4,400
| +12% | +$519K | 0.61% | 45 |
|
|
2020
Q3 | $4.25M | Buy |
37,553
+4,748
| +14% | +$537K | 0.59% | 45 |
|
|
2020
Q2 | $3.47M | Sell |
32,805
-5,155
| -14% | -$546K | 0.52% | 48 |
|
|
2020
Q1 | $3.51M | Sell |
37,960
-2,366
| -6% | -$219K | 0.62% | 37 |
|
|
2019
Q4 | $4.6M | Buy |
+40,326
| New | +$4.6M | 0.63% | 46 |
|
|
2019
Q3 | – | Sell |
-352
| Closed | -$41K | – | 803 |
|
|
2019
Q2 | $41K | Buy |
352
+72
| +26% | +$8.39K | 0.01% | 335 |
|
|
2019
Q1 | $29K | Sell |
280
-10
| -3% | -$1.04K | 0.01% | 365 |
|
|
2018
Q4 | $26K | Buy |
+290
| New | +$26K | ﹤0.01% | 391 |
|