PSI
Pinnacle Summer Investments’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $921K | Buy |
17,251
+10,695
| +163% | +$571K | 0.14% | 80 |
|
|
2015
Q3 | $330K | Hold |
6,556
| – | – | 0.06% | 228 |
|
|
2015
Q2 | $304K | Hold |
6,556
| – | – | 0.06% | 157 |
|
|
2015
Q1 | $355K | Hold |
6,556
| – | – | 0.05% | 239 |
|
|
2014
Q4 | $338K | Buy |
6,556
+14
| +0.2% | +$722 | 0.04% | 248 |
|
|
2014
Q3 | $311K | Buy |
6,542
+542
| +9% | +$25.8K | 0.03% | 270 |
|
|
2014
Q2 | $265K | Buy |
+6,000
| New | +$265K | 0.03% | 280 |
|
|
2013
Q4 | – | Sell |
-100
| Closed | -$4K | – | 1000 |
|
|
2013
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 800 |
|
|
2013
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 724 |
|