Longer Investments’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-27,210
| Closed | -$1.4M | – | 46 |
|
|
2014
Q4 | $1.4M | Sell |
27,210
-15,060
| -36% | -$773K | 1.03% | 34 |
|
|
2014
Q3 | $2.01M | Sell |
42,270
-455
| -1% | -$21.6K | 1.62% | 22 |
|
|
2014
Q2 | $1.91M | Buy |
+42,725
| New | +$1.91M | 1.44% | 29 |
|
|
2014
Q1 | – | Sell |
-55,540
| Closed | -$2.49M | – | 47 |
|
|
2013
Q4 | $2.49M | Buy |
55,540
+16,745
| +43% | +$751K | 1.94% | 17 |
|
|
2013
Q3 | $1.6M | Buy |
+38,795
| New | +$1.6M | 1.29% | 30 |
|