Wealth Enhancement & Preservation of GA’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $817K | Buy |
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|
2023
Q1 | $714K | Buy |
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|
2022
Q4 | $601K | Buy |
|
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|
2022
Q3 | $412K | Sell |
|
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|
2022
Q2 | $1.1M | Sell |
|
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|
2022
Q1 | $1.4M | Buy |
|
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|
2021
Q4 | $1.43M | Buy |
|
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|
2021
Q3 | $1.27M | Sell |
|
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|
2021
Q2 | $1.21M | Buy |
|
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|
2021
Q1 | $1.12M | Buy |
|
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|
2020
Q4 | $976K | Buy |
|
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|
2020
Q3 | $770K | Buy |
|
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|
2020
Q2 | $517K | Sell |
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|
2020
Q1 | $606K | Sell |
|
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|
2019
Q4 | $1.58M | Buy |
|