WealthSource Partners’s Waste Management WM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $378K | Sell |
2,112
-1,489
| -41% | -$267K | 0.02% | 378 |
|
|
2023
Q3 | $549K | Sell |
3,601
-178
| -5% | -$27.1K | 0.04% | 290 |
|
|
2023
Q2 | $655K | Sell |
3,779
-156
| -4% | -$27.1K | 0.04% | 260 |
|
|
2023
Q1 | $642K | Sell |
3,935
-34
| -0.9% | -$5.55K | 0.04% | 255 |
|
|
2022
Q4 | $623K | Sell |
3,969
-396
| -9% | -$62.1K | 0.04% | 262 |
|
|
2022
Q3 | $699K | Sell |
4,365
-483
| -10% | -$77.3K | 0.05% | 238 |
|
|
2022
Q2 | $742K | Sell |
4,848
-177
| -4% | -$27.1K | 0.05% | 236 |
|
|
2022
Q1 | $796K | Sell |
5,025
-71
| -1% | -$11.2K | 0.05% | 254 |
|
|
2021
Q4 | $850K | Sell |
5,096
-146
| -3% | -$24.4K | 0.07% | 208 |
|
|
2021
Q3 | $783K | Buy |
5,242
+50
| +1% | +$7.47K | 0.07% | 202 |
|
|
2021
Q2 | $727K | Buy |
5,192
+196
| +4% | +$27.4K | 0.06% | 213 |
|
|
2021
Q1 | $645K | Buy |
4,996
+483
| +11% | +$62.4K | 0.06% | 208 |
|
|
2020
Q4 | $532K | Sell |
4,513
-20
| -0.4% | -$2.36K | 0.06% | 203 |
|
|
2020
Q3 | $513K | Sell |
4,533
-118
| -3% | -$13.4K | 0.07% | 190 |
|
|
2020
Q2 | $493K | Sell |
4,651
-323
| -6% | -$34.2K | 0.07% | 190 |
|
|
2020
Q1 | $460K | Sell |
4,974
-663
| -12% | -$61.3K | 0.07% | 184 |
|
|
2019
Q4 | $642K | Sell |
5,637
-245
| -4% | -$27.9K | 0.08% | 186 |
|
|
2019
Q3 | $676K | Buy |
5,882
+293
| +5% | +$33.7K | 0.1% | 190 |
|
|
2019
Q2 | $645K | Buy |
+5,589
| New | +$645K | 0.1% | 189 |
|