Wellesley Investment Partners’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,869
| Closed | -$213K | – | 126 |
|
|
2019
Q4 | $213K | Hold |
1,869
| – | – | 0.07% | 112 |
|
|
2019
Q3 | $215K | Buy |
1,869
+11
| +0.6% | +$1.27K | 0.07% | 102 |
|
|
2019
Q2 | $214K | Sell |
1,858
-400
| -18% | -$46.1K | 0.07% | 101 |
|
|
2019
Q1 | $234K | Sell |
2,258
-25
| -1% | -$2.59K | 0.08% | 110 |
|
|
2018
Q4 | $203K | Buy |
2,283
+1
| +0% | +$89 | 0.07% | 118 |
|
|
2018
Q3 | $206K | Buy |
+2,282
| New | +$206K | 0.07% | 125 |
|