WealthShield Partners’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 |
-1,855
| Closed | -$283K | – | 514 |
|
|
2023
Q3 | $283K | Sell |
1,855
-121
| -6% | -$18.5K | 0.04% | 257 |
|
|
2023
Q2 | $343K | Buy |
1,976
+19
| +1% | +$3.3K | 0.05% | 240 |
|
|
2023
Q1 | $319K | Buy |
+1,957
| New | +$319K | 0.05% | 246 |
|
|
2021
Q3 | – | Sell |
-1,079
| Closed | -$151K | – | 751 |
|
|
2021
Q2 | $151K | Buy |
1,079
+48
| +5% | +$6.72K | 0.02% | 298 |
|
|
2021
Q1 | $133K | Buy |
+1,031
| New | +$133K | 0.02% | 306 |
|