Cetera Trust Company’s Advanced Drainage Systems WMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
2,575
+220
| +9% | +$25.3K | 0.18% | 109 |
|
|
2025
Q1 | $256K | Hold |
2,355
| – | – | 0.16% | 126 |
|
|
2024
Q4 | $272K | Buy |
2,355
+5
| +0.2% | +$578 | 0.18% | 105 |
|
|
2024
Q3 | $369K | Hold |
2,350
| – | – | 0.23% | 81 |
|
|
2024
Q2 | $377K | Sell |
2,350
-130
| -5% | -$20.9K | 0.24% | 71 |
|
|
2024
Q1 | $427K | Sell |
2,480
-175
| -7% | -$30.1K | 0.26% | 65 |
|
|
2023
Q4 | $373K | Buy |
+2,655
| New | +$373K | 0.23% | 74 |
|