LBMC Investment Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,200
| Closed | -$259K | – | 140 |
|
|
2020
Q4 | $259K | Hold |
2,200
| – | – | 0.03% | 107 |
|
|
2020
Q3 | $249K | Hold |
2,200
| – | – | 0.03% | 100 |
|
|
2020
Q2 | $233K | Hold |
2,200
| – | – | 0.04% | 89 |
|
|
2020
Q1 | $204K | Hold |
2,200
| – | – | 0.04% | 85 |
|
|
2019
Q4 | $251K | Hold |
2,200
| – | – | 0.04% | 84 |
|
|
2019
Q3 | $253K | Hold |
2,200
| – | – | 0.04% | 81 |
|
|
2019
Q2 | $254K | Hold |
2,200
| – | – | 0.04% | 84 |
|
|
2019
Q1 | $229K | Sell |
2,200
-350
| -14% | -$36.4K | 0.04% | 88 |
|
|
2018
Q4 | $227K | Buy |
+2,550
| New | +$227K | 0.04% | 84 |
|