GYL Financial Synergies’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
$276K Sell
1,330
-32
-2% -$6.64K 0.02% 307
2024
Q2
$290K Buy
1,362
+50
+4% +$10.7K 0.02% 299
2024
Q1
$280K Buy
+1,312
New +$280K 0.02% 306
2021
Q1
Sell
-3,307
Closed -$390K 187
2020
Q4
$390K Buy
3,307
+19
+0.6% +$2.24K 0.22% 108
2020
Q3
$372K Buy
3,288
+83
+3% +$9.39K 0.24% 104
2020
Q2
$339K Buy
3,205
+757
+31% +$80.1K 0.25% 103
2020
Q1
$227K Sell
2,448
-301
-11% -$27.9K 0.15% 126
2019
Q4
$313K Buy
2,749
+213
+8% +$24.3K 0.14% 123
2019
Q3
$292K Buy
2,536
+73
+3% +$8.41K 0.15% 125
2019
Q2
$284K Buy
2,463
+48
+2% +$5.54K 0.15% 118
2019
Q1
$251K Buy
2,415
+9
+0.4% +$935 0.14% 122
2018
Q4
$214K Buy
+2,406
New +$214K 0.16% 126