Glassman Wealth Services’s Advanced Drainage Systems WMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-30	Closed	-$4.22K	–	1835
2023 Q4	$4.22K	Buy	30 +3	+11%	+$362	﹤0.01%	1126
2023 Q3	$3.07K	Hold	27	–	–	﹤0.01%	1210
2023 Q2	$3.07K	Sell	27 -18	-40%	-$1.7K	﹤0.01%	1132
2023 Q1	$3.79K	Buy	45 +3	+7%	+$264	﹤0.01%	1082
2022 Q4	$3.44K	Buy	42 +14	+50%	+$1.42K	﹤0.01%	1128
2022 Q3	$3K	Sell	28 -9	-24%	-$1.12K	﹤0.01%	1163
2022 Q2	$3K	Buy	37 +16	+76%	+$1.65K	﹤0.01%	1173
2022 Q1	$2K	Buy	21 +14	+200%	+$1.66K	﹤0.01%	1284
2021 Q4	$1K	Buy	7 +3	+75%	+$369	﹤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%	+$98	﹤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%	-$123	﹤0.01%	1573
2020 Q1	$0	Sell	6 -24	-80%	-$969	﹤0.01%	1611
2019 Q4	$1K	Buy	+30	New	+$1.11K	﹤0.01%	1075