IWA
IBEX Wealth Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,248
| Closed | -$144K | – | 360 |
|
|
2019
Q2 | $144K | Buy |
+1,248
| New | +$144K | 0.04% | 148 |
|
|
2019
Q1 | – | Sell |
-49,620
| Closed | -$4.42M | – | 107 |
|
|
2018
Q4 | $4.42M | Buy |
49,620
+659
| +1% | +$58.6K | 2.02% | 10 |
|
|
2018
Q3 | $4.41M | Buy |
48,961
+978
| +2% | +$88.2K | 1.58% | 22 |
|
|
2018
Q2 | $4.01M | Hold |
47,983
| – | – | 1.61% | 20 |
|
|
2018
Q1 | $4.01M | Buy |
47,983
+314
| +0.7% | +$26.2K | 1.63% | 20 |
|
|
2017
Q4 | $4.2M | Sell |
47,669
-274
| -0.6% | -$24.1K | 1.86% | 22 |
|
|
2017
Q3 | $3.68M | Sell |
47,943
-263
| -0.5% | -$20.2K | 1.36% | 25 |
|
|
2017
Q2 | $3.57M | Buy |
48,206
+5,311
| +12% | +$393K | 1.4% | 24 |
|
|
2017
Q1 | $3.14M | Buy |
42,895
+1,977
| +5% | +$145K | 1.94% | 20 |
|
|
2016
Q4 | $2.85M | Buy |
40,918
+432
| +1% | +$30.1K | 1.36% | 26 |
|
|
2016
Q3 | $2.58M | Buy |
+40,486
| New | +$2.58M | 1.41% | 24 |
|