Heritage Wealth Management (Arizona)’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $21.3K | Buy |
136
+86
| +172% | +$13.5K | ﹤0.01% | 649 |
|
|
2022
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 699 |
|
|
2022
Q2 | $7.65K | Sell |
50
-12
| -19% | -$1.84K | ﹤0.01% | 710 |
|
|
2022
Q1 | $10K | Buy |
+62
| New | +$10K | ﹤0.01% | 716 |
|
|
2021
Q3 | $52K | Hold |
350
| – | – | 0.02% | 441 |
|
|
2021
Q2 | $49K | Buy |
+350
| New | +$49K | 0.02% | 453 |
|