Kalos Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,354
| Closed | -$210K | – | 123 |
|
|
2022
Q2 | $210K | Hold |
1,354
| – | – | 0.28% | 112 |
|
|
2022
Q1 | $214K | Sell |
1,354
-291
| -18% | -$46K | 0.15% | 141 |
|
|
2021
Q4 | $247K | Buy |
1,645
+63
| +4% | +$9.46K | 0.07% | 242 |
|
|
2021
Q3 | $238K | Sell |
1,582
-371
| -19% | -$55.8K | 0.07% | 241 |
|
|
2021
Q2 | $277K | Buy |
1,953
+362
| +23% | +$51.3K | 0.11% | 208 |
|
|
2021
Q1 | $208K | Buy |
+1,591
| New | +$208K | 0.06% | 263 |
|
|
2016
Q1 | – | Hold |
0
| – | -$12K | – | 515 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 355 |
|