Genovese Burford & Brothers Wealth & Retirement Plan Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-160
| Closed | -$13K | – | 376 |
|
|
2018
Q2 | $13K | Hold |
160
| – | – | ﹤0.01% | 298 |
|
|
2018
Q1 | $13K | Hold |
160
| – | – | ﹤0.01% | 299 |
|
|
2017
Q4 | $15K | Hold |
160
| – | – | 0.04% | 163 |
|
|
2017
Q3 | $12K | Hold |
160
| – | – | ﹤0.01% | 275 |
|
|
2017
Q2 | $11K | Hold |
160
| – | – | ﹤0.01% | 267 |
|
|
2017
Q1 | $12K | Sell |
160
-200
| -56% | -$15K | ﹤0.01% | 281 |
|
|
2016
Q4 | $26K | Hold |
360
| – | – | 0.01% | 219 |
|
|
2016
Q3 | $22K | Hold |
360
| – | – | 0.01% | 228 |
|
|
2016
Q2 | $23K | Buy |
360
+200
| +125% | +$12.8K | 0.01% | 207 |
|
|
2016
Q1 | $9K | Hold |
160
| – | – | ﹤0.01% | 274 |
|
|
2015
Q4 | $9K | Buy |
+160
| New | +$9K | ﹤0.01% | 263 |
|