Teamwork Financial Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,468
| Closed | -$245K | – | 339 |
|
2021
Q4 | $245K | Sell |
1,468
-32
| -2% | -$5.34K | 0.05% | 263 |
|
2021
Q3 | $224K | Sell |
1,500
-27
| -2% | -$4.03K | 0.04% | 252 |
|
2021
Q2 | $214K | Sell |
1,527
-1,481
| -49% | -$208K | 0.04% | 235 |
|
2021
Q1 | $388K | Buy |
3,008
+940
| +45% | +$121K | 0.09% | 166 |
|
2020
Q4 | $244K | Buy |
2,068
+68
| +3% | +$8.02K | 0.06% | 179 |
|
2020
Q3 | $226K | Sell |
2,000
-2,322
| -54% | -$262K | 0.07% | 166 |
|
2020
Q2 | $458K | Sell |
4,322
-4,510
| -51% | -$478K | 0.16% | 116 |
|
2020
Q1 | $817K | Sell |
8,832
-1,917
| -18% | -$177K | 0.51% | 40 |
|
2019
Q4 | $1.23M | Buy |
+10,749
| New | +$1.23M | 0.73% | 28 |
|