M. Kulyk & Associates’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,498
| Closed | -$260K | – | 109 |
|
|
2023
Q2 | $260K | Sell |
1,498
-3
| -0.2% | -$520 | 0.07% | 91 |
|
|
2023
Q1 | $245K | Sell |
1,501
-22
| -1% | -$3.59K | 0.07% | 93 |
|
|
2022
Q4 | $239K | Hold |
1,523
| – | – | 0.08% | 93 |
|
|
2022
Q3 | $244K | Hold |
1,523
| – | – | 0.08% | 88 |
|
|
2022
Q2 | $233K | Hold |
1,523
| – | – | 0.07% | 90 |
|
|
2022
Q1 | $241K | Buy |
1,523
+25
| +2% | +$3.96K | 0.07% | 94 |
|
|
2021
Q4 | $250K | Hold |
1,498
| – | – | 0.06% | 88 |
|
|
2021
Q3 | $224K | Hold |
1,498
| – | – | 0.07% | 69 |
|
|
2021
Q2 | $210K | Sell |
1,498
-841
| -36% | -$118K | 0.08% | 63 |
|
|
2021
Q1 | $302K | Buy |
+2,339
| New | +$302K | 0.11% | 61 |
|