Financial Gravity Asset Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-157
| Closed | -$6.29K | – | 1688 |
|
2022
Q4 | $6.29K | Buy |
+157
| New | +$6.29K | 0.03% | 356 |
|
2020
Q2 | – | Sell |
-39
| Closed | -$3 | – | 935 |
|
2020
Q1 | $3 | Sell |
39
-42
| -52% | -$3 | ﹤0.01% | 1081 |
|
2019
Q4 | $121K | Sell |
81
-39
| -33% | -$58.3K | 0.08% | 250 |
|
2019
Q3 | $14K | Sell |
120
-162
| -57% | -$18.9K | 0.01% | 543 |
|
2019
Q2 | $33K | Buy |
282
+161
| +133% | +$18.8K | 0.03% | 398 |
|
2019
Q1 | $13K | Buy |
+121
| New | +$13K | 0.01% | 515 |
|
2018
Q2 | – | Sell |
-21
| Closed | -$2K | – | 1640 |
|
2018
Q1 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1013 |
|