Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $12K | Hold |
77
| – | – | 0.01% | 140 |
|
|
2022
Q1 | $12K | Hold |
77
| – | – | 0.01% | 149 |
|
|
2021
Q4 | $13K | Hold |
77
| – | – | 0.01% | 151 |
|
|
2021
Q3 | $12K | Hold |
77
| – | – | 0.01% | 152 |
|
|
2021
Q2 | $11K | Buy |
+77
| New | +$11K | 0.01% | 167 |
|
|
2020
Q1 | $7K | Hold |
77
| – | – | 0.01% | 139 |
|
|
2019
Q4 | $9K | Buy |
+77
| New | +$9K | ﹤0.01% | 289 |
|
|
2019
Q2 | $20K | Hold |
177
| – | – | 0.01% | 242 |
|
|
2019
Q1 | $20K | Sell |
177
-2,695
| -94% | -$305K | 0.01% | 242 |
|
|
2018
Q4 | $256K | Buy |
+2,872
| New | +$256K | 0.1% | 119 |
|