Dopkins Wealth Management’s Waste Management WM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,315	Closed	-$707K	–	89
2024 Q2	$707K	Buy	3,315 +98	+3%	+$20.9K	0.43%	33
2024 Q1	$686K	Buy	+3,217	New	+$686K	0.41%	33
2023 Q4	–	Sell	-3,217	Closed	-$490K	–	59
2023 Q3	$490K	Buy	+3,217	New	+$490K	0.37%	33