Strategic Wealth Management Group’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $500K | Hold |
3,566
| – | – | 0.18% | 70 |
|
|
2021
Q1 | $460K | Buy |
3,566
+1
| +0% | +$129 | 0.18% | 73 |
|
|
2020
Q4 | $420K | Buy |
3,565
+30
| +0.8% | +$3.53K | 0.18% | 71 |
|
|
2020
Q3 | $400K | Buy |
3,535
+63
| +2% | +$7.13K | 0.19% | 68 |
|
|
2020
Q2 | $368K | Hold |
3,472
| – | – | 0.22% | 61 |
|
|
2020
Q1 | $321K | Sell |
3,472
-290
| -8% | -$26.8K | 0.24% | 54 |
|
|
2019
Q4 | $429K | Hold |
3,762
| – | – | 0.28% | 50 |
|
|
2019
Q3 | $433K | Buy |
3,762
+290
| +8% | +$33.4K | 0.31% | 45 |
|
|
2019
Q2 | $401K | Hold |
3,472
| – | – | 0.31% | 46 |
|
|
2019
Q1 | $361K | Hold |
3,472
| – | – | 0.3% | 52 |
|
|
2018
Q4 | $309K | Buy |
+3,472
| New | +$309K | 0.3% | 53 |
|