Sweet Financial Partners’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $424K | Sell |
2,041
-59
| -3% | -$12.3K | 0.09% | 134 |
|
|
2024
Q2 | $448K | Buy |
2,100
+1
| +0% | +$213 | 0.1% | 127 |
|
|
2024
Q1 | $447K | Buy |
2,099
+1
| +0% | +$213 | 0.1% | 131 |
|
|
2023
Q4 | $376K | Buy |
2,098
+1
| +0% | +$179 | 0.09% | 138 |
|
|
2023
Q3 | $320K | Buy |
2,097
+20
| +1% | +$3.05K | 0.08% | 139 |
|
|
2023
Q2 | $360K | Hold |
2,077
| – | – | 0.09% | 128 |
|
|
2023
Q1 | $339K | Hold |
2,077
| – | – | 0.09% | 128 |
|
|
2022
Q4 | $326K | Buy |
2,077
+1
| +0% | +$157 | 0.1% | 129 |
|
|
2022
Q3 | $333K | Buy |
2,076
+500
| +32% | +$80.2K | 0.11% | 121 |
|
|
2022
Q2 | $241K | Buy |
1,576
+42
| +3% | +$6.42K | 0.08% | 147 |
|
|
2022
Q1 | $243K | Buy |
+1,534
| New | +$243K | 0.07% | 150 |
|