Global Wealth Management Investment Advisory’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-627
| Closed | -$112K | – | 444 |
|
|
2023
Q4 | $112K | Hold |
627
| – | – | 0.03% | 147 |
|
|
2023
Q3 | $95.6K | Hold |
627
| – | – | 0.03% | 158 |
|
|
2023
Q2 | $109K | Buy |
+627
| New | +$109K | 0.03% | 153 |
|
|
2022
Q3 | – | Sell |
-627
| Closed | -$96K | – | 482 |
|
|
2022
Q2 | $96K | Hold |
627
| – | – | 0.03% | 154 |
|
|
2022
Q1 | $99K | Sell |
627
-80
| -11% | -$12.6K | 0.03% | 161 |
|
|
2021
Q4 | $118K | Hold |
707
| – | – | 0.04% | 158 |
|
|
2021
Q3 | $106K | Hold |
707
| – | – | 0.03% | 166 |
|
|
2021
Q2 | $99K | Hold |
707
| – | – | 0.03% | 167 |
|
|
2021
Q1 | $91K | Hold |
707
| – | – | 0.03% | 167 |
|
|
2020
Q4 | $83K | Hold |
707
| – | – | 0.03% | 161 |
|
|
2020
Q3 | $80K | Hold |
707
| – | – | 0.03% | 146 |
|
|
2020
Q2 | $75K | Sell |
707
-20
| -3% | -$2.12K | 0.03% | 162 |
|
|
2020
Q1 | $67K | Buy |
727
+200
| +38% | +$18.4K | 0.03% | 155 |
|
|
2019
Q4 | $60K | Buy |
527
+213
| +68% | +$24.3K | 0.03% | 169 |
|
|
2019
Q3 | $36K | Hold |
314
| – | – | 0.02% | 194 |
|
|
2019
Q2 | $36K | Buy |
314
+45
| +17% | +$5.16K | 0.02% | 201 |
|
|
2019
Q1 | $28K | Sell |
269
-91
| -25% | -$9.47K | 0.01% | 270 |
|
|
2018
Q4 | $32K | Buy |
+360
| New | +$32K | 0.02% | 250 |
|