Fortis Capital Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,254
| Closed | -$957K | – | 89 |
|
|
2022
Q2 | $957K | Sell |
6,254
-162
| -3% | -$24.8K | 0.94% | 28 |
|
|
2022
Q1 | $1.02M | Buy |
6,416
+435
| +7% | +$69K | 0.52% | 46 |
|
|
2021
Q4 | $998K | Buy |
5,981
+412
| +7% | +$68.7K | 0.52% | 44 |
|
|
2021
Q3 | $832K | Buy |
5,569
+965
| +21% | +$144K | 0.44% | 76 |
|
|
2021
Q2 | $645K | Buy |
4,604
+1,292
| +39% | +$181K | 0.33% | 79 |
|
|
2021
Q1 | $427K | Buy |
3,312
+1,323
| +67% | +$171K | 0.25% | 88 |
|
|
2020
Q4 | $235K | Buy |
+1,989
| New | +$235K | 0.18% | 80 |
|