TFO Wealth 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
Q2 | – | Sell |
-2
| Closed | -$426 | – | 751 |
|
|
2024
Q1 | $426 | Hold |
2
| – | – | ﹤0.01% | 297 |
|
|
2023
Q4 | $358 | Sell |
2
-1
| -33% | -$179 | ﹤0.01% | 448 |
|
|
2023
Q3 | $520 | Buy |
3
+1
| +50% | +$173 | ﹤0.01% | 447 |
|
|
2023
Q2 | $347 | Hold |
2
| – | – | ﹤0.01% | 372 |
|
|
2023
Q1 | $326 | Sell |
2
-3
| -60% | -$489 | ﹤0.01% | 354 |
|
|
2022
Q4 | $168 | Buy |
+5
| New | +$168 | ﹤0.01% | 664 |
|
|
2022
Q2 | – | Sell |
-214
| Closed | -$34K | – | 518 |
|
|
2022
Q1 | $34K | Buy |
+214
| New | +$34K | 0.01% | 81 |
|
|
2020
Q3 | – | Sell |
-163
| Closed | -$17K | – | 195 |
|
|
2020
Q2 | $17K | Hold |
163
| – | – | 0.01% | 68 |
|
|
2020
Q1 | $15K | Hold |
163
| – | – | 0.01% | 82 |
|
|
2019
Q4 | $18K | Buy |
+163
| New | +$18K | 0.02% | 106 |
|