Frontier Wealth Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.84M | Buy |
12,014
+67
| +0.6% | +$10.5K | 0.13% | 130 |
|
|
2022
Q1 | $1.93M | Buy |
11,947
+333
| +3% | +$50.5K | 0.02% | 122 |
|
|
2021
Q4 | $1.94M | Sell |
11,614
-250
| -2% | -$40.2K | 0.13% | 127 |
|
|
2021
Q3 | $1.77M | Sell |
11,864
-100
| -0.8% | -$15K | 0.12% | 127 |
|
|
2021
Q2 | $1.68M | Buy |
11,964
+275
| +2% | +$38K | 0.12% | 131 |
|
|
2021
Q1 | $1.51M | Buy |
11,689
+301
| +3% | +$35.2K | 0.12% | 132 |
|
|
2020
Q4 | $1.34M | Buy |
11,388
+1,582
| +16% | +$184K | 0.11% | 140 |
|
|
2020
Q3 | $1.11M | Buy |
9,806
+494
| +5% | +$54.6K | 0.1% | 138 |
|
|
2020
Q2 | $986K | Buy |
9,312
+301
| +3% | +$30.4K | 0.09% | 141 |
|
|
2020
Q1 | $834K | Buy |
9,011
+4,569
| +103% | +$524K | 0.14% | 131 |
|
|
2019
Q4 | $506K | Sell |
4,442
-3,983
| -47% | -$450K | 0.08% | 181 |
|
|
2019
Q3 | $969K | Buy |
8,425
+1
| +0% | +$117 | 0.14% | 129 |
|
|
2019
Q2 | $972K | Buy |
8,424
+250
| +3% | +$27.1K | 0.14% | 123 |
|
|
2019
Q1 | $849K | Buy |
8,174
+2,690
| +49% | +$262K | 0.12% | 158 |
|
|
2018
Q4 | $488K | Buy |
5,484
+145
| +3% | +$13K | 0.07% | 206 |
|
|
2018
Q3 | $482K | Sell |
5,339
-107
| -2% | -$9.49K | 0.05% | 235 |
|
|
2018
Q2 | $443K | Sell |
5,446
-6
| -0.1% | -$497 | 0.06% | 230 |
|
|
2018
Q1 | $459K | Buy |
5,452
+1,041
| +24% | +$89.3K | 0.06% | 236 |
|
|
2017
Q4 | $381K | Sell |
4,411
-899
| -17% | -$73.2K | 0.06% | 237 |
|
|
2017
Q3 | $416K | Buy |
5,310
+2,052
| +63% | +$156K | 0.06% | 255 |
|
|
2017
Q2 | $239K | Buy |
3,258
+1
| +0% | +$73 | 0.04% | 335 |
|
|
2017
Q1 | $238K | Hold |
3,257
| – | – | 0.04% | 335 |
|
|
2016
Q4 | $231K | Sell |
3,257
-100
| -3% | -$6.69K | 0.04% | 334 |
|
|
2016
Q3 | $214K | Buy |
+3,357
| New | +$219K | 0.03% | 324 |
|
|
2016
Q2 | – | Sell |
-3,710
| Closed | -$219K | – | 363 |
|
|
2016
Q1 | $219K | Buy |
+3,710
| New | +$205K | 0.02% | 304 |
|
Other funds holding WM
PAMS
