Retirement Planning Company of New England’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	-4,083	Closed	-$731K	–	239
2023 Q4	$731K	Buy	4,083 +42	+1%	+$7.52K	0.33%	92
2023 Q3	$616K	Buy	+4,041	New	+$616K	0.34%	90
2022 Q1	–	Sell	-665	Closed	-$111K	–	892
2021 Q4	$111K	Buy	+665	New	+$111K	0.05%	290