Envestnet Portfolio Solutions’s Advanced Drainage Systems WMS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $245K | Sell |
2,137
-5,756
| -73% | -$661K | ﹤0.01% | 1426 |
|
2025
Q1 | $858K | Sell |
7,893
-1,178
| -13% | -$128K | ﹤0.01% | 846 |
|
2024
Q4 | $1.05M | Buy |
9,071
+282
| +3% | +$32.6K | ﹤0.01% | 906 |
|
2024
Q3 | $1.38M | Buy |
8,789
+42
| +0.5% | +$6.6K | ﹤0.01% | 787 |
|
2024
Q2 | $1.4M | Sell |
8,747
-983
| -10% | -$158K | ﹤0.01% | 748 |
|
2024
Q1 | $1.68M | Sell |
9,730
-720
| -7% | -$124K | 0.01% | 687 |
|
2023
Q4 | $1.47M | Sell |
10,450
-298
| -3% | -$41.9K | 0.01% | 684 |
|
2023
Q3 | $1.22M | Buy |
+10,748
| New | +$1.22M | 0.01% | 695 |
|