SVA Wealth Management’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$366K Buy
2020
Q3
$306K Sell
2020
Q2
$297K Sell
2020
Q1
$273K Buy
2019
Q4
$302K Sell
2019
Q3
$357K Hold
2019
Q2
$358K Buy
2019
Q1
$293K Hold
2018
Q4
$251K Hold
2018
Q3
$255K Sell
2018
Q2
$246K Buy
2015
Q2
Sell
2015
Q1
$209K Sell
2014
Q4
$328K Sell
2014
Q3
$670K Sell
2014
Q2
$647K Sell
2014
Q1
$612K Buy
2013
Q4
$306K Buy