SWA
SFMG Wealth Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,203
| Closed | -$209K | – | 275 |
|
|
2023
Q2 | $209K | Buy |
+1,203
| New | +$209K | 0.02% | 225 |
|
|
2023
Q1 | – | Sell |
-1,845
| Closed | -$289K | – | 280 |
|
|
2022
Q4 | $289K | Hold |
1,845
| – | – | 0.03% | 185 |
|
|
2022
Q3 | $285K | Hold |
1,845
| – | – | 0.03% | 178 |
|
|
2022
Q2 | $282K | Buy |
+1,845
| New | +$282K | 0.03% | 186 |
|