LWM
Lyons Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,305
| Closed | -$239K | – | 18 |
|
|
2019
Q1 | $239K | Sell |
2,305
-8,753
| -79% | -$908K | 0.67% | 12 |
|
|
2018
Q4 | $985K | Sell |
11,058
-2,984
| -21% | -$266K | 3.21% | 4 |
|
|
2018
Q3 | $1.27M | Buy |
14,042
+9,600
| +216% | +$870K | 2.52% | 6 |
|
|
2018
Q2 | $362K | Sell |
4,442
-652
| -13% | -$53.1K | 0.52% | 32 |
|
|
2018
Q1 | $428K | Buy |
5,094
+4
| +0.1% | +$336 | 0.65% | 34 |
|
|
2017
Q4 | $439K | Sell |
5,090
-1,196
| -19% | -$103K | 0.72% | 33 |
|
|
2017
Q3 | $493K | Sell |
6,286
-330
| -5% | -$25.9K | 0.74% | 32 |
|
|
2017
Q2 | $486K | Buy |
6,616
+843
| +15% | +$61.9K | 0.68% | 38 |
|
|
2017
Q1 | $422K | Buy |
5,773
+273
| +5% | +$20K | 0.44% | 34 |
|
|
2016
Q4 | $390K | Hold |
5,500
| – | – | 0.53% | 35 |
|
|
2016
Q3 | $351K | Hold |
5,500
| – | – | 0.48% | 35 |
|
|
2016
Q2 | $365K | Hold |
5,500
| – | – | 0.55% | 34 |
|
|
2016
Q1 | $325K | Hold |
5,500
| – | – | 0.47% | 35 |
|
|
2015
Q4 | $294K | Hold |
5,500
| – | – | 0.38% | 39 |
|
|
2015
Q3 | $275K | Hold |
5,500
| – | – | 0.35% | 38 |
|
|
2015
Q2 | $256K | Sell |
5,500
-520
| -9% | -$24.2K | 0.29% | 46 |
|
|
2015
Q1 | $327K | Hold |
6,020
| – | – | 0.35% | 42 |
|
|
2014
Q4 | $310K | Sell |
6,020
-1,000
| -14% | -$51.5K | 0.32% | 43 |
|
|
2014
Q3 | $335K | Sell |
7,020
-315
| -4% | -$15K | 0.36% | 47 |
|
|
2014
Q2 | $329K | Buy |
7,335
+315
| +4% | +$14.1K | 0.29% | 50 |
|
|
2014
Q1 | $295K | Sell |
7,020
-500
| -7% | -$21K | 0.26% | 47 |
|
|
2013
Q4 | $337K | Sell |
7,520
-315
| -4% | -$14.1K | 0.32% | 43 |
|
|
2013
Q3 | $323K | Sell |
7,835
-600
| -7% | -$24.7K | 0.29% | 32 |
|
|
2013
Q2 | $339K | Buy |
+8,435
| New | +$339K | 0.34% | 31 |
|