Squar Milner Financial Services’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,171
| Closed | -$442K | – | 197 |
|
|
2020
Q2 | $442K | Hold |
4,171
| – | – | 0.25% | 107 |
|
|
2020
Q1 | $386K | Sell |
4,171
-156
| -4% | -$14.4K | 0.23% | 98 |
|
|
2019
Q4 | $493K | Sell |
4,327
-63
| -1% | -$7.18K | 0.25% | 90 |
|
|
2019
Q3 | $497K | Buy |
4,390
+57
| +1% | +$6.45K | 0.25% | 99 |
|
|
2019
Q2 | $500K | Buy |
4,333
+2,262
| +109% | +$261K | 0.34% | 65 |
|
|
2019
Q1 | $215K | Buy |
2,071
+1,155
| +126% | +$120K | 0.16% | 156 |
|
|
2018
Q4 | $82K | Hold |
916
| – | – | 0.08% | 247 |
|
|
2018
Q3 | $83K | Hold |
916
| – | – | 0.07% | 256 |
|
|
2018
Q2 | $75K | Buy |
+916
| New | +$75K | 0.07% | 282 |
|