Kestra Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,099
| Closed | -$358K | – | 2898 |
|
|
2024
Q4 | $358K | Sell |
3,099
-196
| -6% | -$22.7K | ﹤0.01% | 2098 |
|
|
2024
Q3 | $518K | Buy |
3,295
+8
| +0.2% | +$1.26K | ﹤0.01% | 1741 |
|
|
2024
Q2 | $527K | Buy |
3,287
+263
| +9% | +$42.2K | ﹤0.01% | 1733 |
|
|
2024
Q1 | $521K | Buy |
3,024
+575
| +23% | +$99K | ﹤0.01% | 1639 |
|
|
2023
Q4 | $344K | Buy |
+2,449
| New | +$344K | ﹤0.01% | 1754 |
|