MYCIO Wealth Partners’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,136
| Closed | -$357K | – | 407 |
|
|
2019
Q4 | $357K | Buy |
3,136
+132
| +4% | +$15K | 0.02% | 242 |
|
|
2019
Q3 | $345K | Sell |
3,004
-1,253
| -29% | -$144K | 0.03% | 224 |
|
|
2019
Q2 | $491K | Buy |
4,257
+6
| +0.1% | +$692 | 0.04% | 171 |
|
|
2019
Q1 | $442K | Buy |
4,251
+507
| +14% | +$52.7K | 0.04% | 174 |
|
|
2018
Q4 | $333K | Buy |
3,744
+8
| +0.2% | +$712 | 0.03% | 194 |
|
|
2018
Q3 | $338K | Buy |
3,736
+1,007
| +37% | +$91.1K | 0.03% | 199 |
|
|
2018
Q2 | $222K | Buy |
2,729
+308
| +13% | +$25.1K | 0.02% | 250 |
|
|
2018
Q1 | $204K | Buy |
2,421
+26
| +1% | +$2.19K | 0.02% | 234 |
|
|
2017
Q4 | $207K | Buy |
+2,395
| New | +$207K | 0.02% | 230 |
|
|
2017
Q2 | – | Sell |
-2,797
| Closed | -$204K | – | 260 |
|
|
2017
Q1 | $204K | Buy |
+2,797
| New | +$204K | 0.03% | 233 |
|
|
2016
Q4 | – | Sell |
-1,200
| Closed | -$77K | – | 675 |
|
|
2016
Q3 | $77K | Buy |
+1,200
| New | +$77K | 0.01% | 287 |
|