Glassman Wealth Services’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
Q1 | – | Sell |
-30
| Closed | -$4.22K | – | 1835 |
|
|
2023
Q4 | $4.22K | Buy |
30
+3
| +11% | +$422 | ﹤0.01% | 1126 |
|
|
2023
Q3 | $3.07K | Hold |
27
| – | – | ﹤0.01% | 1210 |
|
|
2023
Q2 | $3.07K | Sell |
27
-18
| -40% | -$2.05K | ﹤0.01% | 1132 |
|
|
2023
Q1 | $3.79K | Buy |
45
+3
| +7% | +$253 | ﹤0.01% | 1082 |
|
|
2022
Q4 | $3.44K | Buy |
42
+14
| +50% | +$1.15K | ﹤0.01% | 1128 |
|
|
2022
Q3 | $3K | Sell |
28
-9
| -24% | -$964 | ﹤0.01% | 1163 |
|
|
2022
Q2 | $3K | Buy |
37
+16
| +76% | +$1.3K | ﹤0.01% | 1173 |
|
|
2022
Q1 | $2K | Buy |
21
+14
| +200% | +$1.33K | ﹤0.01% | 1284 |
|
|
2021
Q4 | $1K | Buy |
7
+3
| +75% | +$429 | ﹤0.01% | 1540 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1840 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1680 |
|
|
2021
Q1 | $0 | Buy |
4
+1
| +33% | – | ﹤0.01% | 1659 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 1540 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1514 |
|
|
2020
Q2 | $0 | Sell |
3
-3
| -50% | – | ﹤0.01% | 1573 |
|
|
2020
Q1 | $0 | Sell |
6
-24
| -80% | – | ﹤0.01% | 1611 |
|
|
2019
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1075 |
|