FSWA
Financial Synergies Wealth Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7
| Closed | -$1.49K | – | 481 |
|
|
2024
Q1 | $1.49K | Hold |
7
| – | – | ﹤0.01% | 359 |
|
|
2023
Q4 | $1.1K | Hold |
7
| – | – | ﹤0.01% | 316 |
|
|
2023
Q3 | $1.07K | Hold |
7
| – | – | ﹤0.01% | 364 |
|
|
2023
Q2 | $1.21K | Hold |
7
| – | – | ﹤0.01% | 347 |
|
|
2023
Q1 | $1.14K | Hold |
7
| – | – | ﹤0.01% | 363 |
|
|
2022
Q4 | $1.1K | Hold |
7
| – | – | ﹤0.01% | 316 |
|
|
2022
Q3 | $1.12K | Hold |
7
| – | – | ﹤0.01% | 286 |
|
|
2022
Q2 | $1.07K | Buy |
+7
| New | +$1.07K | ﹤0.01% | 299 |
|