Lee Financial’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
Q1 | – | Sell |
-2
| Closed | -$164 | – | 967 |
|
|
2022
Q4 | $164 | Hold |
2
| – | – | ﹤0.01% | 897 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1038 |
|
|
2022
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1018 |
|
|
2022
Q1 | – | Sell |
-71
| Closed | -$10K | – | 974 |
|
|
2021
Q4 | $10K | Buy |
+71
| New | +$10K | ﹤0.01% | 507 |
|