Advisory Research’s Waste Management WM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,593	Closed	-$276K	–	498
2023 Q2	$276K	Buy	+1,593	New	+$276K	0.04%	386
2014 Q2	–	Sell	-1,666	Closed	-$70K	–	677
2014 Q1	$70K	Buy	+1,666	New	+$70K	﹤0.01%	534