Sutton Wealth Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $84.5K | Buy |
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|
2023
Q2 | $93.1K | Sell |
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|
2023
Q1 | $126K | Sell |
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|
2022
Q4 | $313K | Sell |
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|
2022
Q3 | $322K | Sell |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $319K | Hold |
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|
2021
Q4 | $336K | Buy |
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|
2021
Q3 | $283K | Buy |
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|
2021
Q2 | $264K | Buy |
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|
2021
Q1 | $229K | Buy |
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|
2020
Q4 | $206K | Buy |
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|
2020
Q3 | $195K | Sell |
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|
2020
Q2 | $189K | Buy |
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|
2020
Q1 | $163K | Buy |
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|
2019
Q4 | $168K | Buy |
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|
2019
Q3 | $170K | Hold |
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|
2019
Q2 | $170K | Buy |
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|
2019
Q1 | $152K | Buy |
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|
2018
Q4 | $129K | Buy |
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|
2018
Q3 | $121K | Buy |
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|
2018
Q2 | $105K | Hold |
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|
2018
Q1 | $108K | Hold |
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|
2017
Q4 | $111K | Hold |
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|
2017
Q3 | $101K | Hold |
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|
2017
Q2 | $94.3K | Hold |
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|
2017
Q1 | $93.8K | Hold |
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|
2016
Q4 | $91.2K | Hold |
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|
2016
Q3 | $82K | Hold |
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|
2016
Q2 | $85.2K | Sell |
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|
2016
Q1 | $76K | Buy |
|