Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $468K | Hold |
2,919
| – | – | ﹤0.01% | 481 |
|
|
2024
Q1 | $503K | Sell |
2,919
-4
| -0.1% | -$689 | 0.01% | 458 |
|
|
2023
Q4 | $411K | Sell |
2,923
-3,897
| -57% | -$548K | ﹤0.01% | 488 |
|
|
2023
Q3 | $776K | Hold |
6,820
| – | – | 0.01% | 335 |
|
|
2023
Q2 | $776K | Buy |
6,820
+3,403
| +100% | +$387K | 0.01% | 336 |
|
|
2023
Q1 | $280K | Hold |
3,417
| – | – | 0.01% | 494 |
|
|
2022
Q4 | $280K | Buy |
3,417
+155
| +5% | +$12.7K | 0.01% | 496 |
|
|
2022
Q3 | $406K | Hold |
3,262
| – | – | 0.01% | 409 |
|
|
2022
Q2 | $294K | Buy |
+3,262
| New | +$294K | 0.01% | 469 |
|