Lloyd Advisory Services’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 | – | Sell |
-512
| Closed | -$81K | – | 585 |
|
|
2022
Q1 | $81K | Buy |
512
+166
| +48% | +$26.3K | 0.04% | 183 |
|
|
2021
Q4 | $58K | Buy |
+346
| New | +$58K | 0.03% | 189 |
|
|
2020
Q3 | – | Sell |
-308
| Closed | -$33K | – | 407 |
|
|
2020
Q2 | $33K | Buy |
308
+3
| +1% | +$321 | 0.02% | 134 |
|
|
2020
Q1 | $28K | Sell |
305
-10
| -3% | -$918 | 0.02% | 129 |
|
|
2019
Q4 | $36K | Buy |
+315
| New | +$36K | 0.03% | 156 |
|