Wealthcare Capital Management’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-624
| Closed | -$81K | – | 673 |
|
2021
Q1 | $81K | Buy |
+624
| New | +$81K | 0.01% | 110 |
|
2020
Q2 | – | Sell |
-626
| Closed | -$58K | – | 249 |
|
2020
Q1 | $58K | Sell |
626
-34
| -5% | -$3.15K | 0.01% | 83 |
|
2019
Q4 | $75K | Buy |
660
+36
| +6% | +$4.09K | 0.01% | 90 |
|
2019
Q3 | $72K | Hold |
624
| – | – | 0.01% | 87 |
|
2019
Q2 | $72K | Hold |
624
| – | – | 0.01% | 86 |
|
2019
Q1 | $65K | Hold |
624
| – | – | 0.01% | 88 |
|
2018
Q4 | $56K | Hold |
624
| – | – | 0.01% | 87 |
|
2018
Q3 | $56K | Hold |
624
| – | – | 0.01% | 86 |
|
2018
Q2 | $51K | Hold |
624
| – | – | 0.01% | 84 |
|
2018
Q1 | $52K | Hold |
624
| – | – | 0.01% | 81 |
|
2017
Q4 | $54K | Hold |
624
| – | – | 0.01% | 82 |
|
2017
Q3 | $49K | Hold |
624
| – | – | 0.01% | 81 |
|
2017
Q2 | $46K | Hold |
624
| – | – | 0.01% | 83 |
|
2017
Q1 | $46K | Hold |
624
| – | – | 0.01% | 83 |
|
2016
Q4 | $44K | Hold |
624
| – | – | 0.01% | 81 |
|
2016
Q3 | $40K | Hold |
624
| – | – | ﹤0.01% | 82 |
|
2016
Q2 | $41K | Hold |
624
| – | – | ﹤0.01% | 78 |
|
2016
Q1 | $37K | Hold |
624
| – | – | ﹤0.01% | 88 |
|
2015
Q4 | $33K | Hold |
624
| – | – | ﹤0.01% | 97 |
|
2015
Q3 | $31K | Hold |
624
| – | – | ﹤0.01% | 109 |
|
2015
Q2 | $29K | Sell |
624
-10,192
| -94% | -$474K | ﹤0.01% | 135 |
|
2015
Q1 | $587K | Buy |
10,816
+10,192
| +1,633% | +$553K | 0.07% | 45 |
|
2014
Q4 | $32K | Buy |
624
+24
| +4% | +$1.23K | ﹤0.01% | 99 |
|
2014
Q3 | $29K | Hold |
600
| – | – | ﹤0.01% | 101 |
|
2014
Q2 | $27K | Hold |
600
| – | – | ﹤0.01% | 102 |
|
2014
Q1 | $25K | Hold |
600
| – | – | ﹤0.01% | 101 |
|
2013
Q4 | $27K | Hold |
600
| – | – | ﹤0.01% | 59 |
|
2013
Q3 | $25K | Hold |
600
| – | – | ﹤0.01% | 57 |
|
2013
Q2 | $24K | Buy |
+600
| New | +$24K | ﹤0.01% | 62 |
|