Kelly Financial Services’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-76
| Closed | -$16.2K | – | 768 |
|
|
2024
Q2 | $16.2K | Hold |
76
| – | – | 0.01% | 360 |
|
|
2024
Q1 | $16.2K | Sell |
76
-1
| -1% | -$213 | 0.01% | 355 |
|
|
2023
Q4 | $13.7K | Buy |
77
+1
| +1% | +$178 | 0.01% | 354 |
|
|
2023
Q3 | $11.6K | Buy |
76
+38
| +100% | +$5.82K | 0.01% | 347 |
|
|
2023
Q2 | $6.59K | Buy |
+38
| New | +$6.59K | ﹤0.01% | 409 |
|
|
2019
Q4 | – | Sell |
-34
| Closed | -$3.91K | – | 574 |
|
|
2019
Q3 | $3.91K | Buy |
+34
| New | +$3.91K | ﹤0.01% | 323 |
|