Schubert & Co’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 |
-554
| Closed | -$90.4K | – | 1525 |
|
|
2023
Q1 | $90.4K | Sell |
554
-5
| -0.9% | -$816 | 0.08% | 51 |
|
|
2022
Q4 | $87.7K | Sell |
559
-272
| -33% | -$42.7K | 0.08% | 48 |
|
|
2022
Q3 | $133K | Buy |
831
+32
| +4% | +$5.12K | 0.13% | 35 |
|
|
2022
Q2 | $122K | Buy |
799
+45
| +6% | +$6.87K | 0.11% | 40 |
|
|
2022
Q1 | $119K | Buy |
754
+4
| +0.5% | +$631 | 0.13% | 33 |
|
|
2021
Q4 | $125K | Buy |
+750
| New | +$125K | 0.13% | 33 |
|