Wealthspire Advisors (Maryland)’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $307K | Sell |
2,716
-11,007
| -80% | -$1.24M | 0.01% | 339 |
|
|
2020
Q2 | $1.45M | Buy |
13,723
+282
| +2% | +$29.9K | 0.1% | 120 |
|
|
2020
Q1 | $1.24M | Sell |
13,441
-112
| -0.8% | -$10.4K | 0.11% | 118 |
|
|
2019
Q4 | $1.55M | Buy |
13,553
+11,762
| +657% | +$1.34M | 0.1% | 117 |
|
|
2019
Q3 | $206K | Buy |
+1,791
| New | +$206K | 0.02% | 432 |
|
|
2019
Q2 | – | Sell |
-1,669
| Closed | -$173K | – | 2090 |
|
|
2019
Q1 | $173K | Sell |
1,669
-190
| -10% | -$19.7K | 0.01% | 473 |
|
|
2018
Q4 | $165K | Buy |
1,859
+62
| +3% | +$5.5K | 0.01% | 448 |
|
|
2018
Q3 | $162K | Buy |
1,797
+3
| +0.2% | +$270 | 0.01% | 512 |
|
|
2018
Q2 | $146K | Buy |
1,794
+19
| +1% | +$1.55K | 0.01% | 567 |
|
|
2018
Q1 | $149K | Sell |
1,775
-157
| -8% | -$13.2K | 0.01% | 569 |
|
|
2017
Q4 | $167K | Buy |
1,932
+494
| +34% | +$42.7K | 0.02% | 553 |
|
|
2017
Q3 | $113K | Buy |
1,438
+154
| +12% | +$12.1K | 0.01% | 660 |
|
|
2017
Q2 | $94K | Buy |
1,284
+366
| +40% | +$26.8K | 0.01% | 717 |
|
|
2017
Q1 | $67K | Buy |
918
+194
| +27% | +$14.2K | 0.01% | 720 |
|
|
2016
Q4 | $51K | Sell |
724
-357
| -33% | -$25.1K | 0.01% | 762 |
|
|
2016
Q3 | $69K | Sell |
1,081
-69
| -6% | -$4.4K | 0.01% | 694 |
|
|
2016
Q2 | $76K | Sell |
1,150
-1,133
| -50% | -$74.9K | 0.01% | 616 |
|
|
2016
Q1 | $135K | Buy |
2,283
+1,778
| +352% | +$105K | 0.02% | 454 |
|
|
2015
Q4 | $27K | Buy |
+505
| New | +$27K | 0.01% | 887 |
|