Winslow Evans & Crocker’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $114K | Buy |
973
+93
| +11% | +$10.9K | 0.02% | 415 |
|
|
2020
Q3 | $100K | Buy |
880
+252
| +40% | +$28.6K | 0.02% | 357 |
|
|
2020
Q2 | $67K | Hold |
628
| – | – | 0.02% | 416 |
|
|
2020
Q1 | $60K | Hold |
628
| – | – | 0.02% | 409 |
|
|
2019
Q4 | $72K | Sell |
628
-530
| -46% | -$60.8K | 0.02% | 444 |
|
|
2019
Q3 | $134K | Buy |
1,158
+414
| +56% | +$47.9K | 0.04% | 346 |
|
|
2019
Q2 | $86K | Hold |
744
| – | – | 0.02% | 430 |
|
|
2019
Q1 | $80K | Buy |
744
+30
| +4% | +$3.23K | 0.02% | 422 |
|
|
2018
Q4 | $64K | Hold |
714
| – | – | 0.02% | 425 |
|
|
2018
Q3 | $66K | Hold |
714
| – | – | 0.02% | 441 |
|
|
2018
Q2 | $60K | Hold |
714
| – | – | 0.02% | 463 |
|
|
2018
Q1 | $60K | Hold |
714
| – | – | 0.02% | 449 |
|
|
2017
Q4 | $61.5K | Hold |
714
| – | – | 0.02% | 456 |
|
|
2017
Q3 | $55.8K | Sell |
714
-92
| -11% | -$7.19K | 0.02% | 455 |
|
|
2017
Q2 | $59.1K | Sell |
806
-2
| -0.2% | -$147 | 0.02% | 523 |
|
|
2017
Q1 | $58.8K | Hold |
808
| – | – | 0.02% | 506 |
|
|
2016
Q4 | $57.2K | Hold |
808
| – | – | 0.02% | 507 |
|
|
2016
Q3 | $51.4K | Hold |
808
| – | – | 0.01% | 533 |
|
|
2016
Q2 | $53.4K | Buy |
808
+2
| +0.2% | +$132 | 0.02% | 498 |
|
|
2016
Q1 | $47.6K | Sell |
806
-2
| -0.2% | -$118 | 0.01% | 510 |
|
|
2015
Q4 | $43K | Hold |
808
| – | – | 0.01% | 565 |
|
|
2015
Q3 | $40.1K | Buy |
808
+94
| +13% | +$4.67K | 0.01% | 554 |
|
|
2015
Q2 | $33K | Sell |
714
-576
| -45% | -$26.7K | 0.01% | 642 |
|
|
2015
Q1 | $69.9K | Buy |
1,290
+576
| +81% | +$31.2K | 0.02% | 490 |
|
|
2014
Q4 | $36.6K | Hold |
714
| – | – | 0.01% | 602 |
|
|
2014
Q3 | $33.9K | Buy |
714
+1
| +0.1% | +$47 | 0.01% | 639 |
|
|
2014
Q2 | $31.9K | Sell |
713
-700
| -50% | -$31.3K | 0.01% | 584 |
|
|
2014
Q1 | $59.4K | Hold |
1,413
| – | – | 0.02% | 454 |
|
|
2013
Q4 | $63K | Buy |
+1,413
| New | +$63K | 0.02% | 476 |
|