Brandywine Oak Private Wealth’s Advanced Drainage Systems WMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,287
| Closed | -$271K | – | 352 |
|
|
2022
Q1 | $271K | Buy |
2,287
+407
| +22% | +$48.2K | 0.03% | 279 |
|
|
2021
Q4 | $265K | Sell |
1,880
-309
| -14% | -$43.6K | 0.03% | 284 |
|
|
2021
Q3 | $236K | Buy |
2,189
+1
| +0% | +$108 | 0.03% | 302 |
|
|
2021
Q2 | $255K | Sell |
2,188
-441
| -17% | -$51.4K | 0.03% | 276 |
|
|
2021
Q1 | $271K | Sell |
2,629
-571
| -18% | -$58.9K | 0.04% | 229 |
|
|
2020
Q4 | $267K | Sell |
3,200
-653
| -17% | -$54.5K | 0.04% | 220 |
|
|
2020
Q3 | $240K | Buy |
+3,853
| New | +$240K | 0.04% | 223 |
|