55I LLC’s Waste Management WM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$927K Buy
5,788
+4,099
+243% +$656K 0.03% 278
2022
Q2
$258K Buy
+1,689
New +$258K 0.01% 474
2020
Q4
Sell
-2,313
Closed -$262K 296
2020
Q3
$262K Buy
+2,313
New +$262K 0.02% 233