V Wealth Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,271
| Closed | -$394K | – | 371 |
|
|
2023
Q2 | $394K | Sell |
2,271
-323
| -12% | -$56K | 0.07% | 231 |
|
|
2023
Q1 | $423K | Sell |
2,594
-118
| -4% | -$19.3K | 0.08% | 222 |
|
|
2022
Q4 | $425K | Buy |
2,712
+400
| +17% | +$62.8K | 0.09% | 214 |
|
|
2022
Q3 | $371K | Sell |
2,312
-550
| -19% | -$88.3K | 0.07% | 246 |
|
|
2022
Q2 | $438K | Buy |
2,862
+264
| +10% | +$40.4K | 0.08% | 237 |
|
|
2022
Q1 | $412K | Sell |
2,598
-50
| -2% | -$7.93K | 0.07% | 281 |
|
|
2021
Q4 | $442K | Sell |
2,648
-962
| -27% | -$161K | 0.06% | 279 |
|
|
2021
Q3 | $539K | Sell |
3,610
-343
| -9% | -$51.2K | 0.08% | 254 |
|
|
2021
Q2 | $553K | Buy |
3,953
+352
| +10% | +$49.2K | 0.09% | 254 |
|
|
2021
Q1 | $465K | Sell |
3,601
-75
| -2% | -$9.69K | 0.09% | 260 |
|
|
2020
Q4 | $433K | Sell |
3,676
-107
| -3% | -$12.6K | 0.09% | 234 |
|
|
2020
Q3 | $428K | Sell |
3,783
-294
| -7% | -$33.3K | 0.3% | 85 |
|
|
2020
Q2 | $432K | Sell |
4,077
-1,086
| -21% | -$115K | 0.11% | 204 |
|
|
2020
Q1 | $478K | Buy |
+5,163
| New | +$478K | 0.15% | 158 |
|
|
2017
Q3 | – | Sell |
-510
| Closed | -$37K | – | 709 |
|
|
2017
Q2 | $37K | Buy |
+510
| New | +$37K | 0.02% | 359 |
|