SWA
Sutton Wealth Advisors’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $84.5K | Buy |
554
+17
| +3% | +$2.59K | 0.04% | 183 |
|
|
2023
Q2 | $93.1K | Sell |
537
-233
| -30% | -$40.4K | 0.05% | 176 |
|
|
2023
Q1 | $126K | Sell |
770
-1,228
| -61% | -$200K | 0.07% | 141 |
|
|
2022
Q4 | $313K | Sell |
1,998
-14
| -0.7% | -$2.2K | 0.12% | 130 |
|
|
2022
Q3 | $322K | Sell |
2,012
-17
| -0.8% | -$2.72K | 0.13% | 120 |
|
|
2022
Q2 | $310K | Buy |
2,029
+14
| +0.7% | +$2.14K | 0.12% | 120 |
|
|
2022
Q1 | $319K | Hold |
2,015
| – | – | 0.11% | 130 |
|
|
2021
Q4 | $336K | Buy |
2,015
+122
| +6% | +$20.4K | 0.11% | 122 |
|
|
2021
Q3 | $283K | Buy |
1,893
+8
| +0.4% | +$1.2K | 0.1% | 135 |
|
|
2021
Q2 | $264K | Buy |
1,885
+111
| +6% | +$15.6K | 0.1% | 147 |
|
|
2021
Q1 | $229K | Buy |
1,774
+29
| +2% | +$3.74K | 0.09% | 157 |
|
|
2020
Q4 | $206K | Buy |
1,745
+20
| +1% | +$2.36K | 0.09% | 154 |
|
|
2020
Q3 | $195K | Sell |
1,725
-60
| -3% | -$6.79K | 0.09% | 143 |
|
|
2020
Q2 | $189K | Buy |
1,785
+19
| +1% | +$2.01K | 0.1% | 144 |
|
|
2020
Q1 | $163K | Buy |
1,766
+288
| +19% | +$26.7K | 0.1% | 145 |
|
|
2019
Q4 | $168K | Buy |
1,478
+1
| +0.1% | +$114 | 0.09% | 171 |
|
|
2019
Q3 | $170K | Hold |
1,477
| – | – | 0.09% | 164 |
|
|
2019
Q2 | $170K | Buy |
1,477
+12
| +0.8% | +$1.38K | 0.1% | 159 |
|
|
2019
Q1 | $152K | Buy |
1,465
+13
| +0.9% | +$1.35K | 0.09% | 166 |
|
|
2018
Q4 | $129K | Buy |
1,452
+115
| +9% | +$10.2K | 0.08% | 170 |
|
|
2018
Q3 | $121K | Buy |
1,337
+51
| +4% | +$4.61K | 0.08% | 179 |
|
|
2018
Q2 | $105K | Hold |
1,286
| – | – | 0.07% | 194 |
|
|
2018
Q1 | $108K | Hold |
1,286
| – | – | 0.08% | 190 |
|
|
2017
Q4 | $111K | Hold |
1,286
| – | – | 0.08% | 191 |
|
|
2017
Q3 | $101K | Hold |
1,286
| – | – | 0.08% | 191 |
|
|
2017
Q2 | $94.3K | Hold |
1,286
| – | – | 0.07% | 200 |
|
|
2017
Q1 | $93.8K | Hold |
1,286
| – | – | 0.08% | 192 |
|
|
2016
Q4 | $91.2K | Hold |
1,286
| – | – | 0.08% | 192 |
|
|
2016
Q3 | $82K | Hold |
1,286
| – | – | 0.07% | 199 |
|
|
2016
Q2 | $85.2K | Sell |
1,286
-2
| -0.2% | -$133 | 0.08% | 191 |
|
|
2016
Q1 | $76K | Buy |
+1,288
| New | +$76K | 0.07% | 204 |
|