Lenox Wealth Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $130K | Buy |
786
+39
| +5% | +$6.45K | 0.02% | 144 |
|
|
2021
Q4 | $125K | Buy |
747
+6
| +0.8% | +$1K | 0.01% | 151 |
|
|
2021
Q3 | $111K | Buy |
741
+5
| +0.7% | +$749 | 0.01% | 150 |
|
|
2021
Q2 | $103K | Buy |
736
+525
| +249% | +$73.5K | 0.01% | 156 |
|
|
2021
Q1 | $27K | Buy |
211
+41
| +24% | +$5.25K | ﹤0.01% | 268 |
|
|
2020
Q4 | $20K | Hold |
170
| – | – | ﹤0.01% | 323 |
|
|
2020
Q3 | $19K | Buy |
170
+122
| +254% | +$13.6K | ﹤0.01% | 295 |
|
|
2020
Q2 | $5K | Sell |
48
-9
| -16% | -$938 | ﹤0.01% | 444 |
|
|
2020
Q1 | $5K | Buy |
+57
| New | +$5K | ﹤0.01% | 433 |
|
|
2015
Q4 | – | Sell |
-146
| Closed | -$7K | – | 566 |
|
|
2015
Q3 | $7K | Hold |
146
| – | – | ﹤0.01% | 221 |
|
|
2015
Q2 | $7K | Hold |
146
| – | – | ﹤0.01% | 184 |
|
|
2015
Q1 | $8K | Hold |
146
| – | – | ﹤0.01% | 185 |
|
|
2014
Q4 | $7K | Sell |
146
-131
| -47% | -$6.28K | ﹤0.01% | 205 |
|
|
2014
Q3 | $13K | Hold |
277
| – | – | 0.01% | 164 |
|
|
2014
Q2 | $12K | Buy |
277
+146
| +111% | +$6.33K | 0.01% | 138 |
|
|
2014
Q1 | $5K | Sell |
131
-61
| -32% | -$2.33K | ﹤0.01% | 171 |
|
|
2013
Q4 | $9K | Sell |
192
-119
| -38% | -$5.58K | 0.01% | 181 |
|
|
2013
Q3 | $13K | Hold |
311
| – | – | 0.01% | 91 |
|
|
2013
Q2 | $13K | Buy |
+311
| New | +$13K | 0.01% | 96 |
|