Summit Wealth & Retirement Planning’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 | – | Sell |
-4,350
| Closed | -$561K | – | 101 |
|
|
2021
Q1 | $561K | Hold |
4,350
| – | – | 0.21% | 69 |
|
|
2020
Q4 | $513K | Hold |
4,350
| – | – | 0.19% | 80 |
|
|
2020
Q3 | $492K | Hold |
4,350
| – | – | 0.21% | 73 |
|
|
2020
Q2 | $461K | Hold |
4,350
| – | – | 0.22% | 76 |
|
|
2020
Q1 | $403K | Hold |
4,350
| – | – | 0.22% | 79 |
|
|
2019
Q4 | $496K | Hold |
4,350
| – | – | 0.22% | 81 |
|
|
2019
Q3 | $500K | Hold |
4,350
| – | – | 0.3% | 70 |
|
|
2019
Q2 | $502K | Hold |
4,350
| – | – | 0.29% | 74 |
|
|
2019
Q1 | $452K | Sell |
4,350
-52
| -1% | -$5.4K | 0.27% | 85 |
|
|
2018
Q4 | $392K | Buy |
+4,402
| New | +$392K | 0.3% | 71 |
|