GoalVest Advisory’s Waste Management WM Stock Holding History

GoalVest Advisory’s Portfolio WM Stock Details WM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$3.43K	Buy
2023 Q4	–	Sell
2023 Q3	$2.59K	Buy
2022 Q3	–	Sell
2022 Q2	$32K	Buy
2022 Q1	$2K	Buy