Lucia Wealth Services’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-200
| Closed | -$23K | – | 211 |
|
|
2019
Q4 | $23K | Hold |
200
| – | – | 0.01% | 168 |
|
|
2019
Q3 | $23K | Hold |
200
| – | – | 0.01% | 150 |
|
|
2019
Q2 | $23K | Hold |
200
| – | – | 0.01% | 155 |
|
|
2019
Q1 | $21K | Hold |
200
| – | – | 0.01% | 172 |
|
|
2018
Q4 | $18K | Hold |
200
| – | – | 0.01% | 154 |
|
|
2018
Q3 | $18K | Buy |
+200
| New | +$18K | 0.01% | 201 |
|