Avantax Advisory Services’s Advanced Drainage Systems WMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,711
| Closed | -$402K | – | 901 |
|
|
2020
Q1 | $402K | Sell |
13,711
-1,185
| -8% | -$34.7K | 0.01% | 489 |
|
|
2019
Q4 | $578K | Buy |
14,896
+20
| +0.1% | +$776 | 0.01% | 436 |
|
|
2019
Q3 | $479K | Buy |
14,876
+1,044
| +8% | +$33.6K | 0.02% | 327 |
|
|
2019
Q2 | $454K | Buy |
13,832
+1,655
| +14% | +$54.3K | 0.02% | 309 |
|
|
2019
Q1 | $314K | Buy |
12,177
+1,795
| +17% | +$46.3K | 0.02% | 346 |
|
|
2018
Q4 | $252K | Buy |
+10,382
| New | +$252K | 0.04% | 327 |
|