Planning Center Inc’s Waste Management WM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,625	Closed	-$271K	–	78
2023 Q1	$271K	Hold	1,625	–	–	0.07%	50
2022 Q4	$255K	Buy	+1,625	New	+$255K	0.08%	56