FormulaFolio Investments’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-28,280
| Closed | -$3.34M | – | 813 |
|
|
2020
Q4 | $3.34M | Buy |
28,280
+4,795
| +20% | +$565K | 0.07% | 197 |
|
|
2020
Q3 | $2.66M | Sell |
23,485
-940
| -4% | -$106K | 0.1% | 79 |
|
|
2020
Q2 | $2.59M | Buy |
24,425
+6,895
| +39% | +$730K | 0.11% | 79 |
|
|
2020
Q1 | $1.62M | Buy |
17,530
+151
| +0.9% | +$14K | 0.09% | 85 |
|
|
2019
Q4 | $1.98M | Buy |
17,379
+3,483
| +25% | +$397K | 0.07% | 120 |
|
|
2019
Q3 | $1.6M | Buy |
13,896
+2,183
| +19% | +$251K | 0.06% | 120 |
|
|
2019
Q2 | $1.35M | Buy |
11,713
+445
| +4% | +$51.3K | 0.06% | 114 |
|
|
2019
Q1 | $1.17M | Buy |
11,268
+7,282
| +183% | +$757K | 0.05% | 127 |
|
|
2018
Q4 | $360K | Hold |
3,986
| – | – | 0.02% | 242 |
|
|
2018
Q3 | $360K | Buy |
3,986
+145
| +4% | +$13.1K | 0.02% | 242 |
|
|
2018
Q2 | $312K | Buy |
+3,841
| New | +$312K | 0.01% | 249 |
|