Insight Folios’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,876
| Closed | -$306K | – | 125 |
|
|
2023
Q1 | $306K | Hold |
1,876
| – | – | 0.14% | 81 |
|
|
2022
Q4 | $294K | Sell |
1,876
-44
| -2% | -$6.9K | 0.13% | 85 |
|
|
2022
Q3 | $308K | Sell |
1,920
-1,145
| -37% | -$184K | 0.16% | 64 |
|
|
2022
Q2 | $469K | Buy |
3,065
+50
| +2% | +$7.65K | 0.22% | 48 |
|
|
2022
Q1 | $478K | Buy |
3,015
+199
| +7% | +$31.6K | 0.21% | 58 |
|
|
2021
Q4 | $470K | Buy |
2,816
+219
| +8% | +$36.6K | 0.22% | 64 |
|
|
2021
Q3 | $388K | Buy |
+2,597
| New | +$388K | 0.21% | 62 |
|