Integrated Wealth Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,054
| Closed | -$67K | – | 1009 |
|
|
2016
Q3 | $67K | Hold |
1,054
| – | – | 0.02% | 364 |
|
|
2016
Q2 | $70K | Sell |
1,054
-777
| -42% | -$51.6K | 0.03% | 352 |
|
|
2016
Q1 | $108K | Sell |
1,831
-40
| -2% | -$2.36K | 0.05% | 272 |
|
|
2015
Q4 | $100K | Sell |
1,871
-19
| -1% | -$1.02K | 0.04% | 280 |
|
|
2015
Q3 | $94K | Sell |
1,890
-631
| -25% | -$31.4K | 0.04% | 280 |
|
|
2015
Q2 | $117K | Buy |
2,521
+107
| +4% | +$4.97K | 0.05% | 260 |
|
|
2015
Q1 | $130K | Buy |
+2,414
| New | +$130K | 0.05% | 248 |
|