M Holdings Securities’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,256
| Closed | -$268K | – | 305 |
|
|
2024
Q2 | $268K | Buy |
+1,256
| New | +$268K | 0.03% | 245 |
|
|
2023
Q2 | – | Sell |
-2,168
| Closed | -$354K | – | 455 |
|
|
2023
Q1 | $354K | Sell |
2,168
-728
| -25% | -$119K | 0.04% | 222 |
|
|
2022
Q4 | $454K | Buy |
2,896
+56
| +2% | +$8.78K | 0.05% | 270 |
|
|
2022
Q3 | $455K | Sell |
2,840
-156
| -5% | -$25K | 0.05% | 258 |
|
|
2022
Q2 | $458K | Sell |
2,996
-102
| -3% | -$15.6K | 0.05% | 263 |
|
|
2022
Q1 | $491K | Buy |
+3,098
| New | +$491K | 0.04% | 300 |
|
|
2021
Q2 | – | Sell |
-4,772
| Closed | -$616K | – | 491 |
|
|
2021
Q1 | $616K | Buy |
+4,772
| New | +$616K | 0.06% | 265 |
|