Northstar 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
Q3
$2.38M Sell
21,050
-901
-4% -$102K 1.11% 34
2020
Q2
$2.32M Sell
21,951
-600
-3% -$63.5K 0.97% 35
2020
Q1
$2.09M Sell
22,551
-35
-0.2% -$3.24K 1.06% 27
2019
Q4
$2.57M Sell
22,586
-66
-0.3% -$7.52K 1.05% 25
2019
Q3
$2.61M Sell
22,652
-41
-0.2% -$4.72K 1.14% 23
2019
Q2
$2.62M Sell
22,693
-91
-0.4% -$10.5K 1.17% 24
2019
Q1
$2.37M Sell
22,784
-190
-0.8% -$19.7K 1.08% 26
2018
Q4
$2.05M Sell
22,974
-1,202
-5% -$107K 1.07% 29
2018
Q3
$2.18M Buy
24,176
+5
+0% +$452 1.05% 28
2018
Q2
$1.97M Buy
24,171
+5
+0% +$407 0.98% 30
2018
Q1
$2.03M Buy
+24,166
New +$2.03M 1.04% 29