Financial Engines Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,472
| Closed | -$264K | – | 363 |
|
|
2023
Q4 | $264K | Buy |
1,472
+122
| +9% | +$21.9K | ﹤0.01% | 279 |
|
|
2023
Q3 | $206K | Hold |
1,350
| – | – | ﹤0.01% | 275 |
|
|
2023
Q2 | $234K | Sell |
1,350
-387
| -22% | -$67.1K | ﹤0.01% | 265 |
|
|
2023
Q1 | $283K | Buy |
1,737
+229
| +15% | +$37.4K | ﹤0.01% | 254 |
|
|
2022
Q4 | $237K | Buy |
1,508
+62
| +4% | +$9.73K | ﹤0.01% | 265 |
|
|
2022
Q3 | $231K | Sell |
1,446
-70
| -5% | -$11.2K | ﹤0.01% | 265 |
|
|
2022
Q2 | $231K | Buy |
1,516
+126
| +9% | +$19.2K | ﹤0.01% | 277 |
|
|
2022
Q1 | $220K | Sell |
1,390
-82
| -6% | -$13K | ﹤0.01% | 295 |
|
|
2021
Q4 | $246K | Buy |
+1,472
| New | +$246K | ﹤0.01% | 249 |
|