Krilogy Financial’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,679
| Closed | -$437K | – | 403 |
|
|
2023
Q1 | $437K | Buy |
2,679
+31
| +1% | +$5.06K | 0.04% | 284 |
|
|
2022
Q4 | $415K | Buy |
+2,648
| New | +$415K | 0.04% | 282 |
|
|
2018
Q4 | – | Sell |
-207
| Closed | -$19K | – | 699 |
|
|
2018
Q3 | $19K | Buy |
+207
| New | +$19K | ﹤0.01% | 439 |
|
|
2018
Q2 | – | Sell |
-207
| Closed | -$17K | – | 664 |
|
|
2018
Q1 | $17K | Hold |
207
| – | – | ﹤0.01% | 464 |
|
|
2017
Q4 | $18K | Sell |
207
-750
| -78% | -$65.2K | ﹤0.01% | 452 |
|
|
2017
Q3 | $75K | Buy |
957
+7
| +0.7% | +$549 | 0.02% | 297 |
|
|
2017
Q2 | $70K | Sell |
950
-200
| -17% | -$14.7K | 0.02% | 270 |
|
|
2017
Q1 | $82K | Hold |
1,150
| – | – | 0.03% | 226 |
|
|
2016
Q4 | $82K | Sell |
1,150
-750
| -39% | -$53.5K | 0.03% | 226 |
|
|
2016
Q3 | $121K | Buy |
1,900
+200
| +12% | +$12.7K | 0.04% | 184 |
|
|
2016
Q2 | $113K | Hold |
1,700
| – | – | 0.04% | 185 |
|
|
2016
Q1 | $100K | Buy |
1,700
+1,500
| +750% | +$88.2K | 0.04% | 178 |
|
|
2015
Q4 | $11K | Hold |
200
| – | – | 0.01% | 252 |
|
|
2015
Q3 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 393 |
|