True Link 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 |
-735
| Closed | -$123K | – | 282 |
|
|
2021
Q4 | $123K | Sell |
735
-111
| -13% | -$18.6K | 0.02% | 327 |
|
|
2021
Q3 | $126K | Buy |
846
+500
| +145% | +$74.5K | 0.02% | 313 |
|
|
2021
Q2 | $48K | Buy |
346
+31
| +10% | +$4.3K | 0.01% | 437 |
|
|
2021
Q1 | $41K | Hold |
315
| – | – | 0.01% | 520 |
|
|
2020
Q4 | $37K | Buy |
+315
| New | +$37K | 0.01% | 563 |
|