Congress Wealth Management’s Advanced Drainage Systems WMS Stock Holding History

Congress Wealth Management’s Portfolio WMS Stock Details WMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,087	Closed	-$417K	–	578
2022 Q4	$417K	Sell	5,087 -90	-2%	-$9.12K	0.01%	428
2022 Q3	$645K	Buy	5,177 +102	+2%	+$12.7K	0.02%	378
2022 Q2	$456K	Sell	5,075 -310	-6%	-$31.9K	0.01%	423
2022 Q1	$639K	Buy	+5,385	New	+$639K	0.01%	409

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