JNBA Financial Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.9K | Hold |
100
| – | – | ﹤0.01% | 377 |
|
|
2025
Q1 | $23.2K | Buy |
+100
| New | +$23.2K | ﹤0.01% | 361 |
|
|
2022
Q3 | – | Sell |
-95
| Closed | -$15K | – | 761 |
|
|
2022
Q2 | $15K | Sell |
95
-49
| -34% | -$7.74K | ﹤0.01% | 445 |
|
|
2022
Q1 | $23K | Hold |
144
| – | – | ﹤0.01% | 386 |
|
|
2021
Q4 | $24K | Hold |
144
| – | – | ﹤0.01% | 391 |
|
|
2021
Q3 | $22K | Hold |
144
| – | – | ﹤0.01% | 404 |
|
|
2021
Q2 | $20K | Hold |
144
| – | – | ﹤0.01% | 404 |
|
|
2021
Q1 | $19K | Buy |
+144
| New | +$19K | ﹤0.01% | 392 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$12K | – | 708 |
|
|
2019
Q2 | $12K | Buy |
+100
| New | +$12K | ﹤0.01% | 419 |
|
|
2018
Q1 | – | Sell |
-150
| Closed | -$13K | – | 509 |
|
|
2017
Q4 | $13K | Hold |
150
| – | – | ﹤0.01% | 351 |
|
|
2017
Q3 | $12K | Hold |
150
| – | – | ﹤0.01% | 351 |
|
|
2017
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 350 |
|
|
2017
Q1 | $11K | Buy |
+150
| New | +$11K | ﹤0.01% | 353 |
|
|
2016
Q4 | – | Sell |
-488
| Closed | -$31K | – | 1356 |
|
|
2016
Q3 | $31K | Buy |
+488
| New | +$31K | ﹤0.01% | 675 |
|