TWMP
Taylor Wealth Management Partners’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $7.17M | Sell |
46,892
-2,927
| -6% | -$448K | 4.08% | 7 |
|
|
2022
Q1 | $7.9M | Sell |
49,819
-640
| -1% | -$101K | 3.2% | 9 |
|
|
2021
Q4 | $8.42M | Buy |
50,459
+637
| +1% | +$106K | 2.97% | 11 |
|
|
2021
Q3 | $7.44M | Buy |
49,822
+3,793
| +8% | +$566K | 2.65% | 11 |
|
|
2021
Q2 | $6.45M | Sell |
46,029
-3,229
| -7% | -$452K | 2.27% | 16 |
|
|
2021
Q1 | $6.36M | Sell |
49,258
-2,651
| -5% | -$342K | 2.32% | 16 |
|
|
2020
Q4 | $6.12M | Buy |
51,909
+215
| +0.4% | +$25.4K | 2.35% | 14 |
|
|
2020
Q3 | $5.85M | Buy |
51,694
+934
| +2% | +$106K | 2.68% | 11 |
|
|
2020
Q2 | $5.38M | Buy |
50,760
+6,678
| +15% | +$707K | 2.73% | 13 |
|
|
2020
Q1 | $4.08M | Sell |
44,082
-2,333
| -5% | -$216K | 2.5% | 15 |
|
|
2019
Q4 | $5.29M | Buy |
+46,415
| New | +$5.29M | 2.44% | 17 |
|
|
2019
Q1 | – | Sell |
-40
| Closed | -$4K | – | 114 |
|
|
2018
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 107 |
|
|
2018
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 126 |
|
|
2018
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 130 |
|
|
2018
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 125 |
|
|
2017
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 148 |
|
|
2017
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 153 |
|
|
2017
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 153 |
|
|
2017
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 151 |
|
|
2016
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 153 |
|
|
2016
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 143 |
|
|
2016
Q2 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 135 |
|