SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $366K | Buy |
3,106
+400
| +15% | +$47.1K | 0.03% | 190 |
|
|
2020
Q3 | $306K | Sell |
2,706
-100
| -4% | -$11.3K | 0.03% | 175 |
|
|
2020
Q2 | $297K | Sell |
2,806
-147
| -5% | -$15.6K | 0.03% | 173 |
|
|
2020
Q1 | $273K | Buy |
2,953
+300
| +11% | +$27.7K | 0.03% | 170 |
|
|
2019
Q4 | $302K | Sell |
2,653
-450
| -15% | -$51.2K | 0.03% | 178 |
|
|
2019
Q3 | $357K | Hold |
3,103
| – | – | 0.04% | 166 |
|
|
2019
Q2 | $358K | Buy |
3,103
+284
| +10% | +$32.8K | 0.04% | 170 |
|
|
2019
Q1 | $293K | Hold |
2,819
| – | – | 0.03% | 187 |
|
|
2018
Q4 | $251K | Hold |
2,819
| – | – | 0.03% | 189 |
|
|
2018
Q3 | $255K | Sell |
2,819
-205
| -7% | -$18.5K | 0.03% | 198 |
|
|
2018
Q2 | $246K | Buy |
+3,024
| New | +$246K | 0.03% | 197 |
|
|
2015
Q2 | – | Sell |
-3,862
| Closed | -$209K | – | 212 |
|
|
2015
Q1 | $209K | Sell |
3,862
-2,528
| -40% | -$137K | 0.04% | 201 |
|
|
2014
Q4 | $328K | Sell |
6,390
-7,715
| -55% | -$396K | 0.12% | 145 |
|
|
2014
Q3 | $670K | Sell |
14,105
-367
| -3% | -$17.4K | 0.29% | 84 |
|
|
2014
Q2 | $647K | Sell |
14,472
-82
| -0.6% | -$3.67K | 0.28% | 82 |
|
|
2014
Q1 | $612K | Buy |
14,554
+7,732
| +113% | +$325K | 0.29% | 80 |
|
|
2013
Q4 | $306K | Buy |
+6,822
| New | +$306K | 0.18% | 115 |
|