Strategic Investment Advisors’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 |
-2,828
| Closed | -$299K | – | 190 |
|
|
2020
Q2 | $299K | Buy |
2,828
+8
| +0.3% | +$846 | 0.11% | 133 |
|
|
2020
Q1 | $261K | Buy |
2,820
+107
| +4% | +$9.9K | 0.12% | 131 |
|
|
2019
Q4 | $309K | Buy |
2,713
+261
| +11% | +$29.7K | 0.13% | 128 |
|
|
2019
Q3 | $282K | Buy |
2,452
+136
| +6% | +$15.6K | 0.14% | 119 |
|
|
2019
Q2 | $266K | Buy |
2,316
+239
| +12% | +$27.5K | 0.15% | 113 |
|
|
2019
Q1 | $216K | Buy |
+2,077
| New | +$216K | 0.15% | 121 |
|