Fiduciary Financial Services of The Southwest’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.62M | Sell |
22,949
-1,405
| -6% | -$160K | 0.68% | 46 |
|
|
2019
Q3 | $2.8M | Sell |
24,354
-389
| -2% | -$44.7K | 0.75% | 44 |
|
|
2019
Q2 | $2.86M | Buy |
24,743
+122
| +0.5% | +$14.1K | 0.81% | 43 |
|
|
2019
Q1 | $2.56M | Sell |
24,621
-100
| -0.4% | -$10.4K | 0.74% | 46 |
|
|
2018
Q4 | $2.2M | Sell |
24,721
-45
| -0.2% | -$4.01K | 0.69% | 47 |
|
|
2018
Q3 | $2.24M | Hold |
24,766
| – | – | 0.62% | 49 |
|
|
2018
Q2 | $2.01M | Sell |
24,766
-470
| -2% | -$38.2K | 0.61% | 52 |
|
|
2018
Q1 | $2.12M | Sell |
25,236
-37
| -0.1% | -$3.11K | 0.65% | 51 |
|
|
2017
Q4 | $2.18M | Sell |
25,273
-61
| -0.2% | -$5.26K | 0.64% | 51 |
|
|
2017
Q3 | $1.98M | Sell |
25,334
-242
| -0.9% | -$18.9K | 0.59% | 54 |
|
|
2017
Q2 | $1.88M | Buy |
25,576
+290
| +1% | +$21.3K | 0.58% | 57 |
|
|
2017
Q1 | $1.84M | Buy |
25,286
+45
| +0.2% | +$3.28K | 0.59% | 57 |
|
|
2016
Q4 | $1.79M | Buy |
25,241
+657
| +3% | +$46.6K | 0.59% | 57 |
|
|
2016
Q3 | $1.57M | Sell |
24,584
-168
| -0.7% | -$10.7K | 0.5% | 61 |
|
|
2016
Q2 | $1.64M | Buy |
24,752
+1,328
| +6% | +$88K | 0.53% | 58 |
|
|
2016
Q1 | $1.38M | Buy |
23,424
+372
| +2% | +$21.9K | 0.49% | 63 |
|
|
2015
Q4 | $1.23M | Buy |
23,052
+2,637
| +13% | +$141K | 0.44% | 68 |
|
|
2015
Q3 | $1.02M | Sell |
20,415
-82
| -0.4% | -$4.09K | 0.36% | 80 |
|
|
2015
Q2 | $950K | Buy |
20,497
+9,761
| +91% | +$452K | 0.29% | 95 |
|
|
2015
Q1 | $582K | Buy |
10,736
+4,799
| +81% | +$260K | 0.17% | 115 |
|
|
2014
Q4 | $305K | Buy |
+5,937
| New | +$305K | 0.09% | 140 |
|