Sonen Capital’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $433K | Hold |
2,419
| – | – | 0.82% | 41 |
|
|
2023
Q3 | $369K | Buy |
2,419
+145
| +6% | +$22.1K | 0.72% | 52 |
|
|
2023
Q2 | $394K | Hold |
2,274
| – | – | 0.65% | 52 |
|
|
2023
Q1 | $371K | Sell |
2,274
-994
| -30% | -$162K | 0.63% | 50 |
|
|
2022
Q4 | $513K | Hold |
3,268
| – | – | 0.84% | 47 |
|
|
2022
Q3 | $524K | Sell |
3,268
-151
| -4% | -$24.2K | 0.85% | 46 |
|
|
2022
Q2 | $523K | Hold |
3,419
| – | – | 0.75% | 50 |
|
|
2022
Q1 | $542K | Sell |
3,419
-812
| -19% | -$129K | 0.66% | 57 |
|
|
2021
Q4 | $706K | Buy |
+4,231
| New | +$706K | 0.68% | 48 |
|