Disciplined Investments’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
Q3 | – | Sell |
-12
| Closed | -$1.37K | – | 1562 |
|
|
2023
Q2 | $1.37K | Hold |
12
| – | – | ﹤0.01% | 826 |
|
|
2023
Q1 | $1.01K | Buy |
12
+4
| +50% | +$337 | ﹤0.01% | 949 |
|
|
2022
Q4 | $656 | Sell |
8
-7
| -47% | -$574 | ﹤0.01% | 1077 |
|
|
2022
Q3 | $2K | Buy |
15
+2
| +15% | +$267 | ﹤0.01% | 743 |
|
|
2022
Q2 | $1K | Buy |
13
+2
| +18% | +$154 | ﹤0.01% | 1169 |
|
|
2022
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1236 |
|