Measured Wealth Private Client Group’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,405
| Closed | -$277K | – | 205 |
|
|
2019
Q2 | $277K | Sell |
2,405
-639
| -21% | -$73.6K | 0.16% | 144 |
|
|
2019
Q1 | $316K | Buy |
3,044
+633
| +26% | +$65.7K | 0.19% | 118 |
|
|
2018
Q4 | $215K | Sell |
2,411
-833
| -26% | -$74.3K | 0.2% | 93 |
|
|
2018
Q3 | $293K | Sell |
3,244
-118
| -4% | -$10.7K | 0.18% | 113 |
|
|
2018
Q2 | $273K | Buy |
+3,362
| New | +$273K | 0.22% | 110 |
|