Kelleher Financial Advisors’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
Sell
-1,940
Closed -$296K 145
2022
Q2
$296K Buy
+1,940
New +$296K 0.13% 103
2021
Q4
Sell
-1,670
Closed -$249K 150
2021
Q3
$249K Buy
+1,670
New +$249K 0.11% 131