Wharton Business Group’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,250
| Closed | -$208K | – | 117 |
|
|
2020
Q1 | $208K | Hold |
2,250
| – | – | 0.02% | 95 |
|
|
2019
Q4 | $256K | Buy |
+2,250
| New | +$256K | 0.02% | 102 |
|
|
2014
Q1 | – | Sell |
-51,530
| Closed | -$2.31M | – | 158 |
|
|
2013
Q4 | $2.31M | Hold |
51,530
| – | – | 0.19% | 81 |
|
|
2013
Q3 | $2.13M | Hold |
51,530
| – | – | 0.18% | 82 |
|
|
2013
Q2 | $2.08M | Buy |
+51,530
| New | +$2.08M | 0.18% | 83 |
|