PWAG
Polaris Wealth Advisory Group’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-189,226
| Closed | -$21.7M | – | 188 |
|
|
2019
Q3 | $21.7M | Buy |
+189,226
| New | +$21.7M | 1.77% | 29 |
|
|
2018
Q4 | – | Sell |
-585
| Closed | -$53K | – | 469 |
|
|
2018
Q3 | $53K | Buy |
+585
| New | +$53K | ﹤0.01% | 244 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$17K | – | 434 |
|
|
2018
Q1 | $17K | Buy |
+200
| New | +$17K | ﹤0.01% | 312 |
|
|
2014
Q1 | – | Sell |
-180
| Closed | -$8K | – | 202 |
|
|
2013
Q4 | $8K | Buy |
+180
| New | +$8K | ﹤0.01% | 157 |
|