TCPWM
Traverso Chambers Private Wealth Management’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $389K | Sell |
2,173
-35
| -2% | -$6.27K | 0.09% | 86 |
|
|
2023
Q3 | $337K | Buy |
2,208
+45
| +2% | +$6.86K | 0.09% | 88 |
|
|
2023
Q2 | $375K | Hold |
2,163
| – | – | 0.1% | 82 |
|
|
2023
Q1 | $353K | Sell |
2,163
-101
| -4% | -$16.5K | 0.1% | 83 |
|
|
2022
Q4 | $355K | Buy |
2,264
+35
| +2% | +$5.49K | 0.1% | 83 |
|
|
2022
Q3 | $357K | Sell |
2,229
-2
| -0.1% | -$320 | 0.11% | 79 |
|
|
2022
Q2 | $341K | Hold |
2,231
| – | – | 0.11% | 77 |
|
|
2022
Q1 | $354K | Hold |
2,231
| – | – | 0.11% | 84 |
|
|
2021
Q4 | $372K | Hold |
2,231
| – | – | 0.11% | 88 |
|
|
2021
Q3 | $333K | Hold |
2,231
| – | – | 0.1% | 90 |
|
|
2021
Q2 | $313K | Hold |
2,231
| – | – | 0.1% | 92 |
|
|
2021
Q1 | $288K | Hold |
2,231
| – | – | 0.1% | 93 |
|
|
2020
Q4 | $263K | Sell |
2,231
-105
| -4% | -$12.4K | 0.09% | 93 |
|
|
2020
Q3 | $264K | Hold |
2,336
| – | – | 0.1% | 86 |
|
|
2020
Q2 | $247K | Hold |
2,336
| – | – | 0.1% | 85 |
|
|
2020
Q1 | $216K | Sell |
2,336
-23
| -1% | -$2.13K | 0.1% | 86 |
|
|
2019
Q4 | $269K | Buy |
2,359
+117
| +5% | +$13.3K | 0.11% | 86 |
|
|
2019
Q3 | $258K | Hold |
2,242
| – | – | 0.12% | 86 |
|
|
2019
Q2 | $260K | Hold |
2,242
| – | – | 0.13% | 88 |
|
|
2019
Q1 | $233K | Hold |
2,242
| – | – | 0.11% | 89 |
|
|
2018
Q4 | $200K | Buy |
+2,242
| New | +$200K | 0.11% | 91 |
|