Professional Planning’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
$835K Sell
5,593
-53
-0.9% -$7.91K 0.4% 53
2021
Q2
$791K Sell
5,646
-469
-8% -$65.7K 0.36% 55
2021
Q1
$788K Sell
6,115
-8,553
-58% -$1.1M 0.38% 52
2020
Q4
$1.73M Sell
14,668
-28
-0.2% -$3.3K 0.7% 31
2020
Q3
$1.66M Sell
14,696
-2,702
-16% -$306K 1.27% 20
2020
Q2
$1.84M Sell
17,398
-10,371
-37% -$1.1M 0.98% 19
2020
Q1
$2.55M Sell
27,769
-1,436
-5% -$132K 2.97% 10
2019
Q4
$3.33M Sell
29,205
-2,309
-7% -$263K 2.88% 11
2019
Q3
$3.62M Buy
31,514
+6,775
+27% +$779K 3.85% 10
2019
Q2
$2.85M Buy
24,739
+9,403
+61% +$1.08M 3.37% 12
2019
Q1
$1.59M Buy
+15,336
New +$1.59M 1.95% 17