Perennial Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-26
| Closed | -$4K | – | 277 |
|
|
2021
Q2 | $4K | Hold |
26
| – | – | ﹤0.01% | 274 |
|
|
2021
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 277 |
|
|
2020
Q4 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 240 |
|
|
2020
Q3 | – | Sell |
-26
| Closed | -$3K | – | 207 |
|
|
2020
Q2 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 212 |
|
|
2019
Q1 | – | Sell |
-26
| Closed | -$2K | – | 187 |
|
|
2018
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 210 |
|
|
2018
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 204 |
|
|
2018
Q2 | $2K | Buy |
26
+14
| +117% | +$1.08K | ﹤0.01% | 207 |
|
|
2018
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 204 |
|