Gladstone Institutional Advisory’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
Q2 | – | Sell |
-2,863
| Closed | -$241K | – | 719 |
|
|
2023
Q1 | $241K | Buy |
2,863
+23
| +0.8% | +$1.94K | 0.02% | 576 |
|
|
2022
Q4 | $233K | Buy |
2,840
+238
| +9% | +$19.5K | 0.02% | 565 |
|
|
2022
Q3 | $324K | Buy |
2,602
+37
| +1% | +$4.61K | 0.03% | 479 |
|
|
2022
Q2 | $231K | Buy |
+2,565
| New | +$231K | 0.02% | 572 |
|
|
2022
Q1 | – | Sell |
-1,501
| Closed | -$204K | – | 759 |
|
|
2021
Q4 | $204K | Buy |
+1,501
| New | +$204K | 0.02% | 564 |
|