Global Retirement Partners’s Advanced Drainage Systems WMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Buy |
+998
| New | +$115K | ﹤0.01% | 1369 |
|
|
2024
Q4 | $73.1K | Sell |
633
-129
| -17% | -$14.9K | ﹤0.01% | 1430 |
|
|
2024
Q3 | $120K | Sell |
762
-200
| -21% | -$31.4K | ﹤0.01% | 1150 |
|
|
2024
Q2 | $154K | Buy |
962
+194
| +25% | +$31.1K | ﹤0.01% | 998 |
|
|
2024
Q1 | $132K | Sell |
768
-20
| -3% | -$3.44K | ﹤0.01% | 961 |
|
|
2023
Q4 | $103K | Buy |
788
+291
| +59% | +$37.9K | ﹤0.01% | 1026 |
|
|
2023
Q3 | $57K | Buy |
497
+45
| +10% | +$5.16K | ﹤0.01% | 1212 |
|
|
2023
Q2 | $51.4K | Hold |
452
| – | – | ﹤0.01% | 1259 |
|
|
2023
Q1 | $38.7K | Buy |
452
+447
| +8,940% | +$38.3K | ﹤0.01% | 1347 |
|
|
2022
Q4 | $410 | Buy |
+5
| New | +$410 | ﹤0.01% | 2801 |
|