Sageworth Trust’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-42
| Closed | -$6.85K | – | 444 |
|
2023
Q1 | $6.85K | Buy |
42
+31
| +282% | +$5.06K | ﹤0.01% | 332 |
|
2022
Q4 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 381 |
|
2020
Q3 | – | Sell |
-5
| Closed | -$1K | – | 352 |
|
2020
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 210 |
|
2015
Q1 | – | Sell |
-7,700
| Closed | -$395K | – | 87 |
|
2014
Q4 | $395K | Buy |
+7,700
| New | +$395K | 0.12% | 65 |
|