Financial Strategies Group’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,905
| Closed | -$305K | – | 82 |
|
|
2023
Q3 | $305K | Sell |
1,905
-11
| -0.6% | -$1.76K | 0.1% | 65 |
|
|
2023
Q2 | $332K | Buy |
1,916
+8
| +0.4% | +$1.39K | 0.11% | 60 |
|
|
2023
Q1 | $311K | Buy |
1,908
+9
| +0.5% | +$1.47K | 0.12% | 65 |
|
|
2022
Q4 | $298K | Buy |
1,899
+4
| +0.2% | +$628 | 0.12% | 68 |
|
|
2022
Q3 | $304K | Buy |
1,895
+8
| +0.4% | +$1.28K | 0.14% | 64 |
|
|
2022
Q2 | $289K | Buy |
1,887
+10
| +0.5% | +$1.53K | 0.12% | 70 |
|
|
2022
Q1 | $297K | Buy |
1,877
+8
| +0.4% | +$1.27K | 0.12% | 75 |
|
|
2021
Q4 | $312K | Buy |
1,869
+18
| +1% | +$3.01K | 0.13% | 64 |
|
|
2021
Q3 | $276K | Buy |
1,851
+7
| +0.4% | +$1.04K | 0.12% | 66 |
|
|
2021
Q2 | $258K | Buy |
1,844
+8
| +0.4% | +$1.12K | 0.12% | 68 |
|
|
2021
Q1 | $237K | Buy |
1,836
+8
| +0.4% | +$1.03K | 0.12% | 65 |
|
|
2020
Q4 | $216K | Buy |
1,828
+8
| +0.4% | +$945 | 0.12% | 62 |
|
|
2020
Q3 | $206K | Buy |
+1,820
| New | +$206K | 0.14% | 55 |
|
|
2020
Q1 | – | Sell |
-1,811
| Closed | -$206K | – | 51 |
|
|
2019
Q4 | $206K | Buy |
+1,811
| New | +$206K | 0.17% | 45 |
|