YorkBridge Wealth Partners’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.26M | Buy |
8,036
+8
| +0.1% | +$1.26K | 0.32% | 76 |
|
|
2022
Q3 | $1.29M | Sell |
8,028
-31
| -0.4% | -$4.97K | 0.33% | 69 |
|
|
2022
Q2 | $1.23M | Sell |
8,059
-73
| -0.9% | -$11.2K | 0.32% | 70 |
|
|
2022
Q1 | $1.29M | Sell |
8,132
-128
| -2% | -$20.3K | 0.28% | 74 |
|
|
2021
Q4 | $1.38M | Sell |
8,260
-704
| -8% | -$118K | 0.31% | 71 |
|
|
2021
Q3 | $1.34M | Buy |
8,964
+162
| +2% | +$24.2K | 0.34% | 69 |
|
|
2021
Q2 | $1.23M | Buy |
8,802
+201
| +2% | +$28.2K | 0.32% | 71 |
|
|
2021
Q1 | $1.11M | Buy |
8,601
+1,479
| +21% | +$191K | 0.33% | 70 |
|
|
2020
Q4 | $840K | Sell |
7,122
-2
| -0% | -$236 | 0.28% | 75 |
|
|
2020
Q3 | $806K | Buy |
7,124
+115
| +2% | +$13K | 0.34% | 68 |
|
|
2020
Q2 | $742K | Sell |
7,009
-344
| -5% | -$36.4K | 0.34% | 66 |
|
|
2020
Q1 | $681K | Buy |
7,353
+132
| +2% | +$12.2K | 0.42% | 68 |
|
|
2019
Q4 | $823K | Buy |
7,221
+255
| +4% | +$29.1K | 0.38% | 74 |
|
|
2019
Q3 | $801K | Sell |
6,966
-406
| -6% | -$46.7K | 0.4% | 69 |
|
|
2019
Q2 | $851K | Buy |
7,372
+272
| +4% | +$31.4K | 0.38% | 68 |
|
|
2019
Q1 | $738K | Sell |
7,100
-128
| -2% | -$13.3K | 0.34% | 70 |
|
|
2018
Q4 | $643K | Buy |
7,228
+230
| +3% | +$20.5K | 0.34% | 74 |
|
|
2018
Q3 | $631K | Buy |
6,998
+47
| +0.7% | +$4.24K | 0.29% | 82 |
|
|
2018
Q2 | $565K | Buy |
6,951
+356
| +5% | +$28.9K | 0.25% | 92 |
|
|
2018
Q1 | $548K | Buy |
6,595
+257
| +4% | +$21.4K | 0.25% | 93 |
|
|
2017
Q4 | $518K | Buy |
6,338
+690
| +12% | +$56.4K | 0.25% | 91 |
|
|
2017
Q3 | $442K | Sell |
5,648
-367
| -6% | -$28.7K | 0.23% | 96 |
|
|
2017
Q2 | $442K | Sell |
6,015
-964
| -14% | -$70.8K | 0.23% | 93 |
|
|
2017
Q1 | $508K | Buy |
6,979
+1,139
| +20% | +$82.9K | 0.27% | 85 |
|
|
2016
Q4 | $409K | Buy |
+5,840
| New | +$409K | 0.24% | 95 |
|