Smith Hayes Advisers’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $396K | Hold |
6,713
| – | – | 0.08% | 223 |
|
|
2015
Q4 | $358K | Buy |
6,713
+350
| +6% | +$18.7K | 0.08% | 223 |
|
|
2015
Q3 | $317K | Hold |
6,363
| – | – | 0.07% | 233 |
|
|
2015
Q2 | $295K | Hold |
6,363
| – | – | 0.06% | 258 |
|
|
2015
Q1 | $345K | Sell |
6,363
-630
| -9% | -$34.2K | 0.07% | 242 |
|
|
2014
Q4 | $359K | Hold |
6,993
| – | – | 0.07% | 235 |
|
|
2014
Q3 | $332K | Sell |
6,993
-234
| -3% | -$11.1K | 0.08% | 227 |
|
|
2014
Q2 | $323K | Sell |
7,227
-288
| -4% | -$12.9K | 0.08% | 222 |
|
|
2014
Q1 | $316K | Hold |
7,515
| – | – | 0.08% | 220 |
|
|
2013
Q4 | $337K | Hold |
7,515
| – | – | 0.11% | 190 |
|
|
2013
Q3 | $310K | Sell |
7,515
-67
| -0.9% | -$2.76K | 0.12% | 176 |
|
|
2013
Q2 | $306K | Buy |
+7,582
| New | +$306K | 0.13% | 181 |
|