Retirement Group’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $171K | Hold |
802
| – | – | 0.06% | 123 |
|
|
2023
Q4 | $144K | Sell |
802
-160
| -17% | -$28.7K | 0.06% | 129 |
|
|
2023
Q3 | $147K | Hold |
962
| – | – | 0.06% | 125 |
|
|
2023
Q2 | $167K | Hold |
962
| – | – | 0.07% | 110 |
|
|
2023
Q1 | $157K | Sell |
962
-220
| -19% | -$35.9K | 0.07% | 105 |
|
|
2022
Q4 | $185K | Buy |
+1,182
| New | +$185K | 0.09% | 89 |
|
|
2022
Q3 | – | Sell |
-2,364
| Closed | -$362K | – | 815 |
|
|
2022
Q2 | $362K | Buy |
2,364
+1,182
| +100% | +$181K | 0.15% | 75 |
|
|
2022
Q1 | $187K | Sell |
1,182
-1,399
| -54% | -$221K | 0.07% | 120 |
|
|
2021
Q4 | $431K | Hold |
2,581
| – | – | 0.19% | 72 |
|
|
2021
Q3 | $385K | Hold |
2,581
| – | – | 0.18% | 83 |
|
|
2021
Q2 | $362K | Hold |
2,581
| – | – | 0.17% | 76 |
|
|
2021
Q1 | $333K | Sell |
2,581
-254
| -9% | -$32.8K | 0.15% | 90 |
|
|
2020
Q4 | $334K | Buy |
2,835
+2,775
| +4,625% | +$327K | 0.15% | 88 |
|
|
2020
Q3 | $7K | Hold |
60
| – | – | ﹤0.01% | 456 |
|
|
2020
Q2 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 445 |
|