JPLA
Joseph P. Lucia & Associates’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-31
| Closed | -$5K | – | 445 |
|
|
2022
Q2 | $5K | Hold |
31
| – | – | ﹤0.01% | 343 |
|
|
2022
Q1 | $5K | Buy |
+31
| New | +$5K | ﹤0.01% | 363 |
|
|
2021
Q4 | – | Sell |
-31
| Closed | -$5K | – | 555 |
|
|
2021
Q3 | $5K | Hold |
31
| – | – | ﹤0.01% | 447 |
|
|
2021
Q2 | $4K | Hold |
31
| – | – | ﹤0.01% | 466 |
|
|
2021
Q1 | $4K | Hold |
31
| – | – | ﹤0.01% | 443 |
|
|
2020
Q4 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 413 |
|
|
2020
Q3 | – | Sell |
-31
| Closed | -$3K | – | 461 |
|
|
2020
Q2 | $3K | Hold |
31
| – | – | ﹤0.01% | 420 |
|
|
2020
Q1 | $3K | Hold |
31
| – | – | ﹤0.01% | 382 |
|
|
2019
Q4 | $4K | Hold |
31
| – | – | ﹤0.01% | 381 |
|
|
2019
Q3 | $4K | Hold |
31
| – | – | ﹤0.01% | 380 |
|
|
2019
Q2 | $4K | Sell |
31
-3,133
| -99% | -$404K | ﹤0.01% | 380 |
|
|
2019
Q1 | $31 | Buy |
+3,164
| New | +$31 | ﹤0.01% | 305 |
|