Independent Portfolio Consultants’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $132K | Buy |
1,802
+847
| +89% | +$62K | 0.05% | 374 |
|
|
2017
Q1 | $70K | Sell |
955
-1,334
| -58% | -$97.8K | 0.02% | 513 |
|
|
2016
Q4 | $162K | Buy |
2,289
+439
| +24% | +$31.1K | 0.05% | 360 |
|
|
2016
Q3 | $118K | Sell |
1,850
-305
| -14% | -$19.5K | 0.04% | 427 |
|
|
2016
Q2 | $143K | Sell |
2,155
-255
| -11% | -$16.9K | 0.05% | 400 |
|
|
2016
Q1 | $142K | Buy |
2,410
+250
| +12% | +$14.7K | 0.04% | 422 |
|
|
2015
Q4 | $115K | Buy |
2,160
+315
| +17% | +$16.8K | 0.03% | 441 |
|
|
2015
Q3 | $92K | Sell |
1,845
-795
| -30% | -$39.6K | 0.02% | 472 |
|
|
2015
Q2 | $122K | Buy |
2,640
+855
| +48% | +$39.5K | 0.02% | 458 |
|
|
2015
Q1 | $97K | Sell |
1,785
-800
| -31% | -$43.5K | 0.02% | 487 |
|
|
2014
Q4 | $133K | Hold |
2,585
| – | – | 0.03% | 442 |
|
|
2014
Q3 | $123K | Sell |
2,585
-1,375
| -35% | -$65.4K | 0.03% | 519 |
|
|
2014
Q2 | $177K | Buy |
+3,960
| New | +$177K | 0.05% | 458 |
|