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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,087	Closed	-$417K	–	578
2022 Q4	$417K	Sell	5,087 -90	-2%	-$7.38K	0.01%	428
2022 Q3	$645K	Buy	5,177 +102	+2%	+$12.7K	0.02%	378
2022 Q2	$456K	Sell	5,075 -310	-6%	-$27.9K	0.01%	423
2022 Q1	$639K	Buy	+5,385	New	+$639K	0.01%	409