LFAS
Level Four Advisory Services’s Advanced Drainage Systems WMS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-3,325
| Closed | -$468K | – | 902 |
|
2024
Q1 | $468K | Buy |
3,325
+82
| +3% | +$11.5K | 0.03% | 499 |
|
2023
Q4 | $456K | Buy |
+3,243
| New | +$456K | 0.03% | 500 |
|
2022
Q4 | – | Sell |
-5,892
| Closed | -$733K | – | 708 |
|
2022
Q3 | $733K | Sell |
5,892
-998
| -14% | -$124K | 0.07% | 248 |
|
2022
Q2 | $621K | Buy |
6,890
+37
| +0.5% | +$3.34K | 0.06% | 296 |
|
2022
Q1 | $814K | Buy |
6,853
+3,118
| +83% | +$370K | 0.06% | 284 |
|
2021
Q4 | $508K | Sell |
3,735
-1,473
| -28% | -$200K | 0.04% | 379 |
|
2021
Q3 | $563K | Buy |
5,208
+399
| +8% | +$43.1K | 0.06% | 271 |
|
2021
Q2 | $561K | Buy |
4,809
+482
| +11% | +$56.2K | 0.04% | 373 |
|
2021
Q1 | $447K | Buy |
+4,327
| New | +$447K | 0.03% | 406 |
|