GoalVest Advisory’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17
| Closed | -$3.43K | – | 557 |
|
|
2024
Q4 | $3.43K | Buy |
+17
| New | +$3.43K | ﹤0.01% | 322 |
|
|
2023
Q4 | – | Sell |
-17
| Closed | -$2.59K | – | 505 |
|
|
2023
Q3 | $2.59K | Buy |
+17
| New | +$2.59K | ﹤0.01% | 403 |
|
|
2022
Q3 | – | Sell |
-213
| Closed | -$32K | – | 325 |
|
|
2022
Q2 | $32K | Buy |
213
+203
| +2,030% | +$30.5K | 0.02% | 189 |
|
|
2022
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 298 |
|