WealthSource Partners’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
Q4 | $378K | Sell |
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|
2023
Q3 | $549K | Sell |
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|
2023
Q2 | $655K | Sell |
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|
2023
Q1 | $642K | Sell |
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|
2022
Q4 | $623K | Sell |
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|
2022
Q3 | $699K | Sell |
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|
2022
Q2 | $742K | Sell |
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|
2022
Q1 | $796K | Sell |
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|
2021
Q4 | $850K | Sell |
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|
2021
Q3 | $783K | Buy |
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|
2021
Q2 | $727K | Buy |
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|
2021
Q1 | $645K | Buy |
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|
2020
Q4 | $532K | Sell |
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|
2020
Q3 | $513K | Sell |
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|
2020
Q2 | $493K | Sell |
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|
2020
Q1 | $460K | Sell |
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|
2019
Q4 | $642K | Sell |
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|
2019
Q3 | $676K | Buy |
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|
2019
Q2 | $645K | Buy |
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