Great Lakes Retirement’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-956
| Closed | -$204K | – | 682 |
|
|
2024
Q2 | $204K | Sell |
956
-1,811
| -65% | -$387K | 0.03% | 197 |
|
|
2024
Q1 | $590K | Sell |
2,767
-50
| -2% | -$10.7K | 0.09% | 165 |
|
|
2023
Q4 | $504K | Sell |
2,817
-145
| -5% | -$26K | 0.08% | 167 |
|
|
2023
Q3 | $452K | Sell |
2,962
-370
| -11% | -$56.4K | 0.08% | 165 |
|
|
2023
Q2 | $578K | Sell |
3,332
-9
| -0.3% | -$1.56K | 0.1% | 154 |
|
|
2023
Q1 | $545K | Buy |
+3,341
| New | +$545K | 0.1% | 150 |
|
|
2020
Q1 | $411K | Sell |
4,369
-361
| -8% | -$34K | 0.19% | 83 |
|
|
2019
Q4 | $541K | Buy |
+4,730
| New | +$541K | 0.17% | 120 |
|