Yorktown Management & Research Company’s Waste Management WM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,100
| Closed | -$314K | – | 270 |
|
|
2021
Q3 | $314K | Hold |
2,100
| – | – | 0.24% | 170 |
|
|
2021
Q2 | $294K | Hold |
2,100
| – | – | 0.23% | 178 |
|
|
2021
Q1 | $271K | Sell |
2,100
-1,600
| -43% | -$206K | 0.23% | 163 |
|
|
2020
Q4 | $436K | Buy |
3,700
+500
| +16% | +$58.9K | 0.39% | 111 |
|
|
2020
Q3 | $362K | Buy |
+3,200
| New | +$362K | 0.34% | 137 |
|
|
2015
Q1 | – | Sell |
-24,200
| Closed | -$1.24M | – | 522 |
|
|
2014
Q4 | $1.24M | Hold |
24,200
| – | – | 0.26% | 72 |
|
|
2014
Q3 | $1.15M | Hold |
24,200
| – | – | 0.22% | 88 |
|
|
2014
Q2 | $1.08M | Hold |
24,200
| – | – | 0.2% | 88 |
|
|
2014
Q1 | $1.02M | Hold |
24,200
| – | – | 0.19% | 100 |
|
|
2013
Q4 | $1.09M | Hold |
24,200
| – | – | 0.22% | 93 |
|
|
2013
Q3 | $998K | Buy |
24,200
+12,200
| +102% | +$503K | 0.21% | 93 |
|
|
2013
Q2 | $484K | Buy |
+12,000
| New | +$484K | 0.1% | 111 |
|