Surevest’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.11M | Sell |
25,648
-111
| -0.4% | -$17.8K | 1.12% | 23 |
|
|
2022
Q2 | $3.94M | Buy |
25,759
+503
| +2% | +$77K | 1.03% | 35 |
|
|
2022
Q1 | $4M | Sell |
25,256
-7,226
| -22% | -$1.15M | 0.97% | 38 |
|
|
2021
Q4 | $5.42M | Sell |
32,482
-552
| -2% | -$92.1K | 1.28% | 24 |
|
|
2021
Q3 | $4.93M | Buy |
33,034
+1,335
| +4% | +$199K | 1.25% | 22 |
|
|
2021
Q2 | $4.44M | Sell |
31,699
-2,135
| -6% | -$299K | 1.16% | 43 |
|
|
2021
Q1 | $4.37M | Buy |
33,834
+2,712
| +9% | +$350K | 1.32% | 36 |
|
|
2020
Q4 | $3.67M | Buy |
31,122
+1,249
| +4% | +$147K | 1.22% | 48 |
|
|
2020
Q3 | $3.38M | Buy |
29,873
+1,592
| +6% | +$180K | 1.33% | 38 |
|
|
2020
Q2 | $3M | Buy |
28,281
+3,510
| +14% | +$372K | 1.33% | 40 |
|
|
2020
Q1 | $2.29M | Buy |
24,771
+7,229
| +41% | +$669K | 1.25% | 47 |
|
|
2019
Q4 | $2M | Buy |
17,542
+4,471
| +34% | +$509K | 0.85% | 57 |
|
|
2019
Q3 | $1.5M | Buy |
13,071
+1,338
| +11% | +$154K | 0.74% | 59 |
|
|
2019
Q2 | $1.35M | Buy |
11,733
+5,045
| +75% | +$582K | 0.7% | 49 |
|
|
2019
Q1 | $695K | Buy |
6,688
+3,487
| +109% | +$362K | 0.43% | 70 |
|
|
2018
Q4 | $285K | Buy |
+3,201
| New | +$285K | 0.23% | 91 |
|