PFWA
Paces Ferry Wealth Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,025
| Closed | -$207K | – | 133 |
|
|
2024
Q4 | $207K | Buy |
1,025
+11
| +1% | +$2.22K | 0.1% | 121 |
|
|
2024
Q3 | $211K | Buy |
1,014
+30
| +3% | +$6.23K | 0.12% | 114 |
|
|
2024
Q2 | $210K | Buy |
+984
| New | +$210K | 0.13% | 110 |
|
|
2020
Q4 | – | Sell |
-479
| Closed | -$54K | – | 1099 |
|
|
2020
Q3 | $54K | Buy |
+479
| New | +$54K | 0.05% | 220 |
|