Inspire Investing’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
Q3 | – | Sell |
-12,295
| Closed | -$1.4M | – | 891 |
|
|
2023
Q2 | $1.4M | Sell |
12,295
-2,027
| -14% | -$231K | 0.17% | 136 |
|
|
2023
Q1 | $1.21M | Buy |
14,322
+1,248
| +10% | +$105K | 0.15% | 137 |
|
|
2022
Q4 | $1.07M | Buy |
13,074
+2,444
| +23% | +$200K | 0.14% | 151 |
|
|
2022
Q3 | $1.32M | Buy |
+10,630
| New | +$1.32M | 0.19% | 109 |
|
|
2021
Q3 | – | Sell |
-9,318
| Closed | -$1.09M | – | 941 |
|
|
2021
Q2 | $1.09M | Buy |
+9,318
| New | +$1.09M | 0.14% | 153 |
|
|
2020
Q2 | – | Sell |
-330
| Closed | -$10K | – | 746 |
|
|
2020
Q1 | $10K | Buy |
+330
| New | +$10K | ﹤0.01% | 699 |
|
|
2018
Q1 | – | Sell |
-481
| Closed | -$11K | – | 711 |
|
|
2017
Q4 | $11K | Buy |
+481
| New | +$11K | 0.01% | 799 |
|