Lee Financial’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-53
| Closed | -$9.49K | – | 821 |
|
|
2023
Q4 | $9.49K | Buy |
+53
| New | +$9.49K | ﹤0.01% | 440 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$628 | – | 966 |
|
|
2022
Q4 | $628 | Hold |
4
| – | – | ﹤0.01% | 801 |
|
|
2022
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 797 |
|
|
2021
Q4 | – | Sell |
-175
| Closed | -$26K | – | 962 |
|
|
2021
Q3 | $26K | Sell |
175
-119
| -40% | -$17.7K | 0.01% | 301 |
|
|
2021
Q2 | $41K | Buy |
294
+175
| +147% | +$24.4K | 0.01% | 249 |
|
|
2021
Q1 | $15K | Hold |
119
| – | – | ﹤0.01% | 345 |
|
|
2020
Q4 | $14K | Sell |
119
-38
| -24% | -$4.47K | ﹤0.01% | 338 |
|
|
2020
Q3 | $18K | Hold |
157
| – | – | 0.01% | 324 |
|
|
2020
Q2 | $17K | Hold |
157
| – | – | ﹤0.01% | 300 |
|
|
2020
Q1 | $15K | Hold |
157
| – | – | 0.01% | 253 |
|
|
2019
Q4 | $18K | Hold |
157
| – | – | ﹤0.01% | 266 |
|
|
2019
Q3 | $18K | Hold |
157
| – | – | ﹤0.01% | 263 |
|
|
2019
Q2 | $18K | Hold |
157
| – | – | ﹤0.01% | 275 |
|
|
2019
Q1 | $16K | Buy |
157
+38
| +32% | +$3.87K | ﹤0.01% | 279 |
|
|
2018
Q4 | $11K | Hold |
119
| – | – | ﹤0.01% | 282 |
|
|
2018
Q3 | $11K | Hold |
119
| – | – | ﹤0.01% | 318 |
|
|
2018
Q2 | $10K | Hold |
119
| – | – | ﹤0.01% | 488 |
|
|
2018
Q1 | $10K | Hold |
119
| – | – | ﹤0.01% | 478 |
|
|
2017
Q4 | $10K | Hold |
119
| – | – | ﹤0.01% | 335 |
|
|
2017
Q3 | $9K | Hold |
119
| – | – | ﹤0.01% | 361 |
|
|
2017
Q2 | $9K | Hold |
119
| – | – | ﹤0.01% | 347 |
|
|
2017
Q1 | $9K | Hold |
119
| – | – | ﹤0.01% | 300 |
|
|
2016
Q4 | $8K | Buy |
+119
| New | +$8K | ﹤0.01% | 331 |
|