Clearstead Advisors’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 | $13.6K | Buy |
+118
| New | +$13.6K | ﹤0.01% | 1776 |
|
|
2024
Q4 | – | Sell |
-100
| Closed | -$15.7K | – | 2196 |
|
|
2024
Q3 | $15.7K | Hold |
100
| – | – | ﹤0.01% | 1483 |
|
|
2024
Q2 | $16K | Buy |
+100
| New | +$16K | ﹤0.01% | 1439 |
|
|
2023
Q4 | – | Sell |
-98
| Closed | -$11.2K | – | 1651 |
|
|
2023
Q3 | $11.2K | Buy |
98
+49
| +100% | +$5.58K | ﹤0.01% | 1102 |
|
|
2023
Q2 | $5.58K | Hold |
49
| – | – | ﹤0.01% | 1041 |
|
|
2023
Q1 | $4.13K | Buy |
+49
| New | +$4.13K | ﹤0.01% | 1040 |
|