Morton Brown Family Wealth’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-75
| Closed | -$15.6K | – | 296 |
|
|
2024
Q3 | $15.6K | Buy |
+75
| New | +$15.6K | 0.01% | 147 |
|
|
2023
Q2 | – | Sell |
-11
| Closed | -$1.8K | – | 296 |
|
|
2023
Q1 | $1.8K | Buy |
+11
| New | +$1.8K | ﹤0.01% | 207 |
|
|
2022
Q3 | – | Sell |
-13
| Closed | -$2K | – | 340 |
|
|
2022
Q2 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 210 |
|