Smith Group Asset Management’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 |
-1,200
| Closed | -$256K | – | 163 |
|
|
2024
Q2 | $256K | Buy |
+1,200
| New | +$256K | 0.02% | 128 |
|
|
2022
Q1 | $16K | Hold |
100
| – | – | ﹤0.01% | 241 |
|
|
2021
Q4 | $17K | Buy |
+100
| New | +$17K | ﹤0.01% | 267 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$14K | – | 399 |
|
|
2021
Q2 | $14K | Buy |
+100
| New | +$14K | ﹤0.01% | 269 |
|
|
2014
Q1 | – | Sell |
-30
| Closed | -$1K | – | 430 |
|
|
2013
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 387 |
|