JWM
Jacobus Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,860
| Closed | -$169K | – | 261 |
|
|
2016
Q1 | $169K | Hold |
2,860
| – | – | 0.05% | 211 |
|
|
2015
Q4 | $153K | Hold |
2,860
| – | – | 0.04% | 231 |
|
|
2015
Q3 | $142K | Sell |
2,860
-284
| -9% | -$14.1K | 0.04% | 239 |
|
|
2015
Q2 | $146K | Buy |
3,144
+38
| +1% | +$1.77K | 0.04% | 255 |
|
|
2015
Q1 | $168K | Hold |
3,106
| – | – | 0.04% | 232 |
|
|
2014
Q4 | $159K | Hold |
3,106
| – | – | 0.04% | 227 |
|
|
2014
Q3 | $148K | Hold |
3,106
| – | – | 0.04% | 243 |
|
|
2014
Q2 | $139K | Hold |
3,106
| – | – | 0.04% | 267 |
|
|
2014
Q1 | $131K | Hold |
3,106
| – | – | 0.03% | 267 |
|
|
2013
Q4 | $139K | Buy |
+3,106
| New | +$139K | 0.04% | 252 |
|