OWA
Outlook Wealth Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,649
| Closed | -$386K | – | 175 |
|
|
2020
Q2 | $386K | Buy |
3,649
+218
| +6% | +$23.1K | 0.16% | 126 |
|
|
2020
Q1 | $318K | Buy |
3,431
+141
| +4% | +$13.1K | 0.18% | 117 |
|
|
2019
Q4 | $375K | Sell |
3,290
-543
| -14% | -$61.9K | 0.21% | 103 |
|
|
2019
Q3 | $441K | Buy |
3,833
+6
| +0.2% | +$690 | 0.26% | 86 |
|
|
2019
Q2 | $442K | Buy |
3,827
+306
| +9% | +$35.3K | 0.29% | 86 |
|
|
2019
Q1 | $366K | Buy |
3,521
+2,863
| +435% | +$298K | 0.3% | 85 |
|
|
2018
Q4 | $585K | Buy |
+658
| New | +$585K | 0.27% | 93 |
|