Guardian Capital Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,000
| Closed | -$638K | – | 181 |
|
|
2021
Q4 | $638K | Sell |
4,000
-2,525
| -39% | -$403K | 0.06% | 121 |
|
|
2021
Q3 | $971K | Sell |
6,525
-200
| -3% | -$29.8K | 0.1% | 98 |
|
|
2021
Q2 | $955K | Hold |
6,725
| – | – | 0.1% | 101 |
|
|
2021
Q1 | $900K | Buy |
6,725
+3,975
| +145% | +$532K | 0.1% | 97 |
|
|
2020
Q4 | $317K | Buy |
2,750
+500
| +22% | +$57.6K | 0.04% | 145 |
|
|
2020
Q3 | $258K | Buy |
+2,250
| New | +$258K | 0.04% | 147 |
|