GYL Financial Synergies’s Waste Management WM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$276K	Sell	1,330 -32	-2%	-$6.68K	0.02%	307
2024 Q2	$290K	Buy	1,362 +50	+4%	+$10.4K	0.02%	299
2024 Q1	$280K	Buy	+1,312	New	+$258K	0.02%	306
2021 Q1	–	Sell	-3,307	Closed	-$390K	–	187
2020 Q4	$390K	Buy	3,307 +19	+0.6%	+$2.22K	0.22%	108
2020 Q3	$372K	Buy	3,288 +83	+3%	+$9.17K	0.24%	104
2020 Q2	$339K	Buy	3,205 +757	+31%	+$76.4K	0.25%	103
2020 Q1	$227K	Sell	2,448 -301	-11%	-$34.5K	0.15%	126
2019 Q4	$313K	Buy	2,749 +213	+8%	+$24.1K	0.14%	123
2019 Q3	$292K	Buy	2,536 +73	+3%	+$8.53K	0.15%	125
2019 Q2	$284K	Buy	2,463 +48	+2%	+$5.21K	0.15%	118
2019 Q1	$251K	Buy	2,415 +9	+0.4%	+$878	0.14%	122
2018 Q4	$214K	Buy	+2,406	New	+$216K	0.16%	126