Integrated Advisors Network’s Advanced Drainage Systems WMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,058
| Closed | -$505K | – | 685 |
|
|
2022
Q3 | $505K | Sell |
4,058
-79
| -2% | -$9.83K | 0.03% | 392 |
|
|
2022
Q2 | $373K | Buy |
4,137
+50
| +1% | +$4.51K | 0.02% | 481 |
|
|
2022
Q1 | $486K | Buy |
4,087
+347
| +9% | +$41.3K | 0.03% | 446 |
|
|
2021
Q4 | $509K | Sell |
3,740
-127
| -3% | -$17.3K | 0.03% | 413 |
|
|
2021
Q3 | $418K | Hold |
3,867
| – | – | 0.03% | 441 |
|
|
2021
Q2 | $451K | Hold |
3,867
| – | – | 0.03% | 375 |
|
|
2021
Q1 | $400K | Buy |
3,867
+1,000
| +35% | +$103K | 0.04% | 374 |
|
|
2020
Q4 | $240K | Buy |
+2,867
| New | +$240K | 0.03% | 441 |
|