AWM
Avior Wealth Management’s Advanced Drainage Systems WMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1
| Closed | -$115 | – | 2346 |
|
|
2024
Q4 | $115 | Sell |
1
-24
| -96% | -$2.76K | ﹤0.01% | 2400 |
|
|
2024
Q3 | $3.93K | Buy |
+25
| New | +$3.93K | ﹤0.01% | 1857 |
|
|
2024
Q2 | – | Sell |
-101
| Closed | -$17.4K | – | 3741 |
|
|
2024
Q1 | $17.4K | Buy |
+101
| New | +$17.4K | ﹤0.01% | 1655 |
|
|
2023
Q1 | – | Sell |
-5,212
| Closed | -$427K | – | 1674 |
|
|
2022
Q4 | $427K | Sell |
5,212
-672
| -11% | -$55.1K | 0.03% | 339 |
|
|
2022
Q3 | $731K | Hold |
5,884
| – | – | 0.06% | 210 |
|
|
2022
Q2 | $529K | Hold |
5,884
| – | – | 0.05% | 246 |
|
|
2022
Q1 | $699K | Sell |
5,884
-1,015
| -15% | -$121K | 0.06% | 225 |
|
|
2021
Q4 | $939K | Sell |
6,899
-953
| -12% | -$130K | 0.08% | 204 |
|
|
2021
Q3 | $849K | Hold |
7,852
| – | – | 0.07% | 212 |
|
|
2021
Q2 | $915K | Sell |
7,852
-2,542
| -24% | -$296K | 0.09% | 194 |
|
|
2021
Q1 | $1.07M | Sell |
10,394
-1,224
| -11% | -$126K | 0.11% | 168 |
|
|
2020
Q4 | $971K | Buy |
11,618
+18
| +0.2% | +$1.5K | 0.12% | 159 |
|
|
2020
Q3 | $724K | Buy |
11,600
+720
| +7% | +$44.9K | 0.1% | 176 |
|
|
2020
Q2 | $537K | Buy |
+10,880
| New | +$537K | 0.08% | 221 |
|