Patriot Financial Group Insurance Agency’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-201
| Closed | -$31K | – | 1949 |
|
|
2022
Q2 | $31K | Sell |
201
-24
| -11% | -$3.7K | 0.01% | 886 |
|
|
2022
Q1 | $36K | Sell |
225
-560
| -71% | -$89.6K | 0.01% | 887 |
|
|
2021
Q4 | $131K | Sell |
785
-738
| -48% | -$123K | 0.02% | 572 |
|
|
2021
Q3 | $227K | Buy |
1,523
+23
| +2% | +$3.43K | 0.04% | 423 |
|
|
2021
Q2 | $210K | Buy |
1,500
+5
| +0.3% | +$700 | 0.04% | 421 |
|
|
2021
Q1 | $193K | Sell |
1,495
-390
| -21% | -$50.3K | 0.04% | 400 |
|
|
2020
Q4 | $175K | Buy |
1,885
+1,677
| +806% | +$156K | 0.04% | 371 |
|
|
2020
Q3 | $24K | Sell |
208
-91
| -30% | -$10.5K | 0.01% | 751 |
|
|
2020
Q2 | $32K | Sell |
299
-1
| -0.3% | -$107 | 0.01% | 621 |
|
|
2020
Q1 | $28K | Buy |
300
+93
| +45% | +$8.68K | 0.01% | 576 |
|
|
2019
Q4 | $24K | Buy |
207
+4
| +2% | +$464 | 0.01% | 640 |
|
|
2019
Q3 | $23K | Sell |
203
-186
| -48% | -$21.1K | 0.01% | 614 |
|
|
2019
Q2 | $45K | Sell |
389
-67
| -15% | -$7.75K | 0.02% | 456 |
|
|
2019
Q1 | $47K | Buy |
456
+41
| +10% | +$4.23K | 0.02% | 398 |
|
|
2018
Q4 | $37K | Buy |
415
+110
| +36% | +$9.81K | 0.02% | 372 |
|
|
2018
Q3 | $28K | Buy |
305
+165
| +118% | +$15.1K | 0.02% | 416 |
|
|
2018
Q2 | $11K | Sell |
140
-74
| -35% | -$5.81K | 0.01% | 388 |
|
|
2018
Q1 | $18K | Hold |
214
| – | – | 0.01% | 496 |
|
|
2017
Q4 | $20K | Sell |
214
-29
| -12% | -$2.71K | 0.02% | 463 |
|
|
2017
Q3 | $19K | Sell |
243
-50
| -17% | -$3.91K | 0.02% | 424 |
|
|
2017
Q2 | $22K | Sell |
293
-71
| -20% | -$5.33K | 0.02% | 369 |
|
|
2017
Q1 | $27K | Sell |
364
-50
| -12% | -$3.71K | 0.03% | 309 |
|
|
2016
Q4 | $29K | Buy |
+414
| New | +$29K | 0.04% | 295 |
|