WFG Advisors’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $701K | Buy |
9,561
+1,338
| +16% | +$98.1K | 0.16% | 156 |
|
|
2017
Q1 | $600K | Sell |
8,223
-1,684
| -17% | -$123K | 0.16% | 149 |
|
|
2016
Q4 | $703K | Sell |
9,907
-674
| -6% | -$47.8K | 0.17% | 155 |
|
|
2016
Q3 | $675K | Buy |
10,581
+45
| +0.4% | +$2.87K | 0.17% | 148 |
|
|
2016
Q2 | $698K | Buy |
10,536
+195
| +2% | +$12.9K | 0.19% | 131 |
|
|
2016
Q1 | $610K | Buy |
10,341
+220
| +2% | +$13K | 0.18% | 141 |
|
|
2015
Q4 | $540K | Sell |
10,121
-130
| -1% | -$6.94K | 0.16% | 151 |
|
|
2015
Q3 | $511K | Sell |
10,251
-5,585
| -35% | -$278K | 0.16% | 153 |
|
|
2015
Q2 | $734K | Buy |
15,836
+6,639
| +72% | +$308K | 0.2% | 120 |
|
|
2015
Q1 | $499K | Sell |
9,197
-15,890
| -63% | -$862K | 0.14% | 177 |
|
|
2014
Q4 | $1.29M | Sell |
25,087
-3,505
| -12% | -$180K | 0.26% | 78 |
|
|
2014
Q3 | $1.36M | Sell |
28,592
-2,450
| -8% | -$116K | 0.26% | 87 |
|
|
2014
Q2 | $1.39M | Buy |
31,042
+265
| +0.9% | +$11.9K | 0.26% | 83 |
|
|
2014
Q1 | $1.3M | Buy |
30,777
+907
| +3% | +$38.2K | 0.26% | 84 |
|
|
2013
Q4 | $1.34M | Buy |
29,870
+3,229
| +12% | +$145K | 0.19% | 130 |
|
|
2013
Q3 | $1.1M | Sell |
26,641
-819
| -3% | -$33.8K | 0.17% | 151 |
|
|
2013
Q2 | $1.11M | Buy |
+27,460
| New | +$1.11M | 0.18% | 142 |
|