Freedman Financial Associates’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-843
| Closed | -$134K | – | 462 |
|
|
2022
Q1 | $134K | Hold |
843
| – | – | 0.09% | 103 |
|
|
2021
Q4 | $141K | Hold |
843
| – | – | 0.1% | 97 |
|
|
2021
Q3 | $126K | Sell |
843
-258
| -23% | -$38.6K | 0.09% | 97 |
|
|
2021
Q2 | $154K | Buy |
1,101
+258
| +31% | +$36.1K | 0.12% | 80 |
|
|
2021
Q1 | $109K | Hold |
843
| – | – | 0.09% | 100 |
|
|
2020
Q4 | $99K | Buy |
+843
| New | +$99K | 0.09% | 96 |
|