Mountain Capital Investment Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-8,363
| Closed | -$1.29M | – | 130 |
|
|
2021
Q3 | $1.29M | Buy |
8,363
+462
| +6% | +$71.5K | 0.68% | 44 |
|
|
2021
Q2 | $1.12M | Sell |
7,901
-758
| -9% | -$108K | 0.52% | 58 |
|
|
2021
Q1 | $1.16M | Buy |
8,659
+872
| +11% | +$117K | 0.58% | 60 |
|
|
2020
Q4 | $911K | Sell |
7,787
-1,809
| -19% | -$212K | 0.55% | 60 |
|
|
2020
Q3 | $1.12M | Buy |
+9,596
| New | +$1.12M | 0.72% | 52 |
|
|
2017
Q4 | – | Sell |
-498
| Closed | -$39K | – | 431 |
|
|
2017
Q3 | $39K | Hold |
498
| – | – | 0.03% | 135 |
|
|
2017
Q2 | $37K | Buy |
+498
| New | +$37K | 0.04% | 154 |
|