Fortis Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-302
| Closed | -$28K | – | 333 |
|
|
2020
Q1 | $28K | Buy |
302
+175
| +138% | +$16.2K | 0.02% | 214 |
|
|
2019
Q4 | $14K | Sell |
127
-1,914
| -94% | -$211K | 0.01% | 256 |
|
|
2019
Q3 | $235K | Buy |
2,041
+127
| +7% | +$14.6K | 0.11% | 99 |
|
|
2019
Q2 | $221K | Buy |
+1,914
| New | +$221K | 0.11% | 101 |
|