WEPOG
Wealth Enhancement & Preservation of GA’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $817K | Buy |
4,713
+338
| +8% | +$58.6K | 0.78% | 18 |
|
|
2023
Q1 | $714K | Buy |
4,375
+547
| +14% | +$89.2K | 0.86% | 21 |
|
|
2022
Q4 | $601K | Buy |
3,828
+1,255
| +49% | +$197K | 0.98% | 31 |
|
|
2022
Q3 | $412K | Sell |
2,573
-4,616
| -64% | -$739K | 0.66% | 36 |
|
|
2022
Q2 | $1.1M | Sell |
7,189
-1,622
| -18% | -$249K | 1.17% | 30 |
|
|
2022
Q1 | $1.4M | Buy |
8,811
+219
| +3% | +$34.7K | 1.08% | 28 |
|
|
2021
Q4 | $1.43M | Buy |
8,592
+90
| +1% | +$15K | 0.97% | 22 |
|
|
2021
Q3 | $1.27M | Sell |
8,502
-113
| -1% | -$16.9K | 0.98% | 21 |
|
|
2021
Q2 | $1.21M | Buy |
8,615
+261
| +3% | +$36.6K | 0.89% | 27 |
|
|
2021
Q1 | $1.12M | Buy |
8,354
+82
| +1% | +$11K | 0.86% | 24 |
|
|
2020
Q4 | $976K | Buy |
8,272
+1,476
| +22% | +$174K | 0.84% | 28 |
|
|
2020
Q3 | $770K | Buy |
6,796
+1,794
| +36% | +$203K | 0.79% | 28 |
|
|
2020
Q2 | $517K | Sell |
5,002
-1,920
| -28% | -$198K | 0.64% | 29 |
|
|
2020
Q1 | $606K | Sell |
6,922
-6,975
| -50% | -$611K | 0.58% | 37 |
|
|
2019
Q4 | $1.58M | Buy |
+13,897
| New | +$1.58M | 0.81% | 28 |
|