Lourd Capital’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 | $389K | Buy |
3,369
+99
| +3% | +$11.4K | 0.04% | 77 |
|
2019
Q1 | $340K | Sell |
3,270
-501
| -13% | -$52.1K | 0.03% | 81 |
|
2018
Q4 | $336K | Buy |
3,771
+837
| +29% | +$74.6K | 0.03% | 175 |
|
2018
Q3 | $265K | Buy |
+2,934
| New | +$265K | 0.02% | 245 |
|
2018
Q1 | – | Sell |
-2,970
| Closed | -$256K | – | 335 |
|
2017
Q4 | $256K | Buy |
+2,970
| New | +$256K | 0.02% | 274 |
|