Grassi Investment Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,625
| Closed | -$258K | – | 136 |
|
|
2022
Q1 | $258K | Sell |
1,625
-275
| -14% | -$43.7K | 0.03% | 119 |
|
|
2021
Q4 | $317K | Hold |
1,900
| – | – | 0.03% | 120 |
|
|
2021
Q3 | $284K | Hold |
1,900
| – | – | 0.03% | 123 |
|
|
2021
Q2 | $266K | Hold |
1,900
| – | – | 0.03% | 125 |
|
|
2021
Q1 | $245K | Hold |
1,900
| – | – | 0.03% | 123 |
|
|
2020
Q4 | $224K | Buy |
+1,900
| New | +$224K | 0.03% | 123 |
|