Laidlaw Wealth Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,258
| Closed | -$218K | – | 378 |
|
|
2023
Q2 | $218K | Sell |
1,258
-96
| -7% | -$16.7K | 0.04% | 311 |
|
|
2023
Q1 | $221K | Sell |
1,354
-21
| -2% | -$3.43K | 0.05% | 314 |
|
|
2022
Q4 | $216K | Buy |
+1,375
| New | +$216K | 0.05% | 323 |
|
|
2022
Q1 | – | Sell |
-1,259
| Closed | -$210K | – | 430 |
|
|
2021
Q4 | $210K | Sell |
1,259
-234
| -16% | -$39K | 0.03% | 375 |
|
|
2021
Q3 | $223K | Sell |
1,493
-276
| -16% | -$41.2K | 0.06% | 225 |
|
|
2021
Q2 | $248K | Buy |
1,769
+203
| +13% | +$28.5K | 0.06% | 216 |
|
|
2021
Q1 | $202K | Buy |
+1,566
| New | +$202K | 0.07% | 205 |
|