Mendota Financial Group’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 |
-146
| Closed | -$31.1K | – | 1214 |
|
|
2024
Q2 | $31.1K | Hold |
146
| – | – | 0.02% | 195 |
|
|
2024
Q1 | $31.1K | Hold |
146
| – | – | 0.02% | 198 |
|
|
2023
Q4 | $26.1K | Hold |
146
| – | – | 0.02% | 234 |
|
|
2023
Q3 | $22.3K | Hold |
146
| – | – | 0.02% | 170 |
|
|
2023
Q2 | $25.3K | Hold |
146
| – | – | 0.03% | 164 |
|
|
2023
Q1 | $23.1K | Hold |
146
| – | – | 0.02% | 185 |
|
|
2022
Q4 | $22.9K | Buy |
+146
| New | +$22.9K | 0.03% | 170 |
|