LGT 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
2023 Q3	–	Sell	-5,644	Closed	-$979K	–	946
2023 Q2	$979K	Buy	5,644 +3,396	+151%	+$589K	1.04%	25
2023 Q1	$367K	Buy	+2,248	New	+$367K	0.68%	35