RE Dickinson Investment Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-290
| Closed | -$61.9K | – | 252 |
|
|
2024
Q2 | $61.9K | Hold |
290
| – | – | 0.04% | 80 |
|
|
2024
Q1 | $62K | Hold |
290
| – | – | 0.04% | 75 |
|
|
2023
Q4 | $52K | Hold |
290
| – | – | 0.03% | 81 |
|
|
2023
Q3 | $44K | Hold |
290
| – | – | 0.03% | 87 |
|
|
2023
Q2 | $50K | Hold |
290
| – | – | 0.02% | 156 |
|
|
2023
Q1 | $47K | Hold |
290
| – | – | 0.02% | 161 |
|
|
2022
Q4 | $45K | Sell |
290
-10
| -3% | -$1.55K | 0.02% | 149 |
|
|
2022
Q3 | $48K | Hold |
300
| – | – | 0.04% | 73 |
|
|
2022
Q2 | $45.9K | Hold |
300
| – | – | 6.5% | 2 |
|
|
2022
Q1 | $48K | Hold |
300
| – | – | 0.03% | 89 |
|
|
2021
Q4 | $50K | Buy |
+300
| New | +$50K | 0.04% | 85 |
|