Patten Group’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,135
| Closed | -$252K | – | 244 |
|
|
2020
Q4 | $252K | Buy |
+2,135
| New | +$252K | 0.07% | 208 |
|
|
2019
Q1 | – | Sell |
-1,280
| Closed | -$114K | – | 542 |
|
|
2018
Q4 | $114K | Hold |
1,280
| – | – | 0.05% | 208 |
|
|
2018
Q3 | $116K | Hold |
1,280
| – | – | 0.04% | 235 |
|
|
2018
Q2 | $104K | Buy |
1,280
+200
| +19% | +$16.3K | 0.04% | 246 |
|
|
2018
Q1 | $91K | Hold |
1,080
| – | – | 0.04% | 259 |
|
|
2017
Q4 | $93K | Hold |
1,080
| – | – | 0.04% | 266 |
|
|
2017
Q3 | $85K | Hold |
1,080
| – | – | 0.03% | 275 |
|
|
2017
Q2 | $82K | Hold |
1,080
| – | – | 0.03% | 273 |
|
|
2017
Q1 | $79K | Hold |
1,080
| – | – | 0.03% | 265 |
|
|
2016
Q4 | $75K | Hold |
1,080
| – | – | 0.03% | 267 |
|
|
2016
Q3 | $67.8K | Hold |
1,080
| – | – | 0.03% | 278 |
|
|
2016
Q2 | $71.6K | Hold |
1,080
| – | – | 0.03% | 269 |
|
|
2016
Q1 | $63.7K | Hold |
1,080
| – | – | 0.03% | 277 |
|
|
2015
Q4 | $57.6K | Hold |
1,080
| – | – | 0.03% | 291 |
|
|
2015
Q3 | $53.8K | Hold |
1,080
| – | – | 0.03% | 275 |
|
|
2015
Q2 | $50.1K | Buy |
+1,080
| New | +$50.1K | 0.02% | 293 |
|