Forum Financial 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
2024 Q3	–	Sell	-1,249	Closed	-$200K	–	786
2024 Q2	$200K	Buy	1,249 +1	+0.1%	+$160	﹤0.01%	674
2024 Q1	$215K	Buy	+1,248	New	+$215K	﹤0.01%	672