Lodestar Investment Counsel’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $479K | Hold |
4,150
| – | – | 0.05% | 132 |
|
|
2019
Q1 | $431K | Hold |
4,150
| – | – | 0.05% | 132 |
|
|
2018
Q4 | $369K | Hold |
4,150
| – | – | 0.05% | 134 |
|
|
2018
Q3 | $375K | Sell |
4,150
-200
| -5% | -$18.1K | 0.04% | 145 |
|
|
2018
Q2 | $354K | Hold |
4,350
| – | – | 0.04% | 147 |
|
|
2018
Q1 | $366K | Hold |
4,350
| – | – | 0.04% | 141 |
|
|
2017
Q4 | $375K | Hold |
4,350
| – | – | 0.04% | 142 |
|
|
2017
Q3 | $340K | Hold |
4,350
| – | – | 0.04% | 142 |
|
|
2017
Q2 | $319K | Hold |
4,350
| – | – | 0.04% | 138 |
|
|
2017
Q1 | $317K | Sell |
4,350
-47
| -1% | -$3.43K | 0.04% | 137 |
|
|
2016
Q4 | $312K | Buy |
4,397
+47
| +1% | +$3.34K | 0.04% | 136 |
|
|
2016
Q3 | $277K | Hold |
4,350
| – | – | 0.04% | 143 |
|
|
2016
Q2 | $288K | Buy |
4,350
+50
| +1% | +$3.31K | 0.04% | 140 |
|
|
2016
Q1 | $254K | Buy |
+4,300
| New | +$254K | 0.04% | 148 |
|