Sunflower Bank Wealth Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,875
| Closed | -$504K | – | 100 |
|
|
2017
Q2 | $504K | Sell |
6,875
-500
| -7% | -$36.7K | 0.17% | 65 |
|
|
2017
Q1 | $538K | Buy |
7,375
+500
| +7% | +$36.5K | 0.18% | 57 |
|
|
2016
Q4 | $487K | Hold |
6,875
| – | – | 0.17% | 57 |
|
|
2016
Q3 | $438K | Hold |
6,875
| – | – | 0.16% | 65 |
|
|
2016
Q2 | $456K | Hold |
6,875
| – | – | 0.16% | 62 |
|
|
2016
Q1 | $406K | Sell |
6,875
-165
| -2% | -$9.74K | 0.14% | 66 |
|
|
2015
Q4 | $376K | Hold |
7,040
| – | – | 0.13% | 69 |
|
|
2015
Q3 | $351K | Hold |
7,040
| – | – | 0.13% | 68 |
|
|
2015
Q2 | $326K | Hold |
7,040
| – | – | 0.11% | 77 |
|
|
2015
Q1 | $382K | Hold |
7,040
| – | – | 0.13% | 77 |
|
|
2014
Q4 | $361K | Hold |
7,040
| – | – | 0.12% | 79 |
|
|
2014
Q3 | $335K | Buy |
7,040
+100
| +1% | +$4.76K | 0.11% | 76 |
|
|
2014
Q2 | $310K | Hold |
6,940
| – | – | 0.13% | 79 |
|
|
2014
Q1 | $292K | Hold |
6,940
| – | – | 0.14% | 77 |
|
|
2013
Q4 | $311K | Hold |
6,940
| – | – | 0.16% | 71 |
|
|
2013
Q3 | $286K | Hold |
6,940
| – | – | 0.16% | 70 |
|
|
2013
Q2 | $280K | Buy |
+6,940
| New | +$280K | 0.15% | 69 |
|