Omnia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-377
| Closed | -$39K | – | 528 |
|
|
2019
Q1 | $39K | Sell |
377
-283
| -43% | -$29.3K | 0.02% | 178 |
|
|
2018
Q4 | $59K | Sell |
660
-37
| -5% | -$3.31K | 0.03% | 143 |
|
|
2018
Q3 | $63K | Hold |
697
| – | – | 0.03% | 143 |
|
|
2018
Q2 | $57K | Hold |
697
| – | – | 0.03% | 146 |
|
|
2018
Q1 | $59K | Hold |
697
| – | – | 0.03% | 144 |
|
|
2017
Q4 | $60K | Hold |
697
| – | – | 0.03% | 145 |
|
|
2017
Q3 | $55K | Hold |
697
| – | – | 0.03% | 146 |
|
|
2017
Q2 | $51K | Hold |
697
| – | – | 0.02% | 151 |
|
|
2017
Q1 | $51K | Sell |
697
-121
| -15% | -$8.85K | 0.02% | 155 |
|
|
2016
Q4 | $58K | Buy |
+818
| New | +$58K | 0.03% | 154 |
|