One Wealth Advisors’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 |
-986
| Closed | -$205K | – | 292 |
|
|
2024
Q3 | $205K | Buy |
986
+1
| +0.1% | +$208 | 0.03% | 257 |
|
|
2024
Q2 | $202K | Buy |
+985
| New | +$202K | 0.04% | 228 |
|
|
2023
Q1 | – | Sell |
-570
| Closed | -$89.4K | – | 602 |
|
|
2022
Q4 | $89.4K | Buy |
+570
| New | +$89.4K | 0.02% | 310 |
|