Loeb Partners Corp’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-28,500
| Closed | -$2.23M | – | 175 |
|
|
2017
Q3 | $2.23M | Buy |
+28,500
| New | +$2.23M | 0.68% | 42 |
|
|
2017
Q2 | – | Sell |
-16,000
| Closed | -$1.17M | – | 179 |
|
|
2017
Q1 | $1.17M | Hold |
16,000
| – | – | 0.35% | 69 |
|
|
2016
Q4 | $1.14M | Buy |
16,000
+1,000
| +7% | +$70.9K | 0.38% | 66 |
|
|
2016
Q3 | $956K | Hold |
15,000
| – | – | 0.34% | 71 |
|
|
2016
Q2 | $994K | Buy |
+15,000
| New | +$994K | 0.33% | 69 |
|