Wagner Wealth Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-692
| Closed | -$111K | – | 721 |
|
|
2022
Q3 | $111K | Sell |
692
-138
| -17% | -$22.1K | 0.08% | 141 |
|
|
2022
Q2 | $127K | Buy |
+830
| New | +$127K | 0.1% | 131 |
|
|
2022
Q1 | – | Sell |
-827
| Closed | -$138K | – | 657 |
|
|
2021
Q4 | $138K | Buy |
827
+1
| +0.1% | +$167 | 0.11% | 154 |
|
|
2021
Q3 | $132K | Buy |
826
+2
| +0.2% | +$320 | 0.11% | 151 |
|
|
2021
Q2 | $115K | Buy |
824
+1
| +0.1% | +$140 | 0.08% | 168 |
|
|
2021
Q1 | $106K | Buy |
+823
| New | +$106K | 0.08% | 164 |
|
|
2018
Q3 | $48K | Hold |
531
| – | – | 0.03% | 256 |
|
|
2018
Q2 | $43K | Buy |
531
+139
| +35% | +$11.3K | 0.03% | 246 |
|
|
2018
Q1 | $33K | Hold |
392
| – | – | 0.03% | 250 |
|
|
2017
Q4 | $35K | Buy |
+392
| New | +$35K | 0.03% | 248 |
|