BHWA
Beacon Harbor Wealth Advisors’s Advanced Drainage Systems WMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-32,106
| Closed | -$5.15M | – | 83 |
|
|
2024
Q2 | $5.15M | Buy |
32,106
+440
| +1% | +$70.6K | 1.34% | 41 |
|
|
2024
Q1 | $5.45M | Buy |
+31,666
| New | +$5.45M | 1.44% | 39 |
|
|
2021
Q2 | – | Sell |
-35,159
| Closed | -$3.64M | – | 79 |
|
|
2021
Q1 | $3.64M | Buy |
+35,159
| New | +$3.64M | 1.45% | 38 |
|