TrueWealth LLC’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $345K | Buy |
3,262
+18
| +0.6% | +$1.9K | 0.15% | 90 |
|
|
2020
Q1 | $300K | Sell |
3,244
-24
| -0.7% | -$2.22K | 0.15% | 90 |
|
|
2019
Q4 | $372K | Buy |
3,268
+14
| +0.4% | +$1.59K | 0.15% | 93 |
|
|
2019
Q3 | $374K | Buy |
3,254
+14
| +0.4% | +$1.61K | 0.16% | 89 |
|
|
2019
Q2 | $374K | Buy |
3,240
+56
| +2% | +$6.46K | 0.17% | 91 |
|
|
2019
Q1 | $331K | Hold |
3,184
| – | – | 0.15% | 95 |
|
|
2018
Q4 | $283K | Hold |
3,184
| – | – | 0.14% | 100 |
|
|
2018
Q3 | $288K | Hold |
3,184
| – | – | 0.13% | 104 |
|
|
2018
Q2 | $259K | Hold |
3,184
| – | – | 0.12% | 110 |
|
|
2018
Q1 | $268K | Sell |
3,184
-340
| -10% | -$28.6K | 0.14% | 105 |
|
|
2017
Q4 | $304K | Buy |
+3,524
| New | +$304K | 0.14% | 100 |
|