Gary Goldberg Planning Services’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $94K | Sell |
1,835
-1,206
| -40% | -$61.8K | 0.04% | 156 |
|
|
2014
Q3 | $145K | Buy |
3,041
+9
| +0.3% | +$429 | 0.06% | 130 |
|
|
2014
Q2 | $136K | Buy |
3,032
+10
| +0.3% | +$449 | 0.06% | 131 |
|
|
2014
Q1 | $127K | Sell |
3,022
-17,931
| -86% | -$754K | 0.06% | 133 |
|
|
2013
Q4 | $940K | Sell |
20,953
-1,208
| -5% | -$54.2K | 0.55% | 42 |
|
|
2013
Q3 | $914K | Sell |
22,161
-1,135
| -5% | -$46.8K | 0.55% | 41 |
|
|
2013
Q2 | $940K | Buy |
+23,296
| New | +$940K | 0.6% | 38 |
|