Wealth Quarterback’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,545
| Closed | -$693K | – | 127 |
|
|
2023
Q3 | $693K | Buy |
4,545
+998
| +28% | +$152K | 0.6% | 39 |
|
|
2023
Q2 | $615K | Buy |
3,547
+240
| +7% | +$41.6K | 0.43% | 45 |
|
|
2023
Q1 | $540K | Buy |
+3,307
| New | +$540K | 0.46% | 51 |
|
|
2021
Q3 | $49K | Buy |
323
+1
| +0.3% | +$152 | 0.03% | 237 |
|
|
2021
Q2 | $46K | Buy |
+322
| New | +$46K | 0.03% | 238 |
|
|
2020
Q2 | – | Sell |
-305
| Closed | -$28.3K | – | 792 |
|
|
2020
Q1 | $28.3K | Sell |
305
-150
| -33% | -$13.9K | 0.03% | 285 |
|
|
2019
Q4 | $51.9K | Buy |
+455
| New | +$51.9K | 0.05% | 238 |
|