Invenio Wealth Partners’s Waste Management WM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,257	Closed	-$225K	–	108
2023 Q4	$225K	Buy	+1,257	New	+$225K	0.16%	84
2023 Q3	–	Sell	-1,250	Closed	-$217K	–	95
2023 Q2	$217K	Buy	+1,250	New	+$217K	0.25%	73