PFS Investments’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 |
-23,214
| Closed | -$1.9M | – | 530 |
|
|
2022
Q4 | $1.9M | Buy |
23,214
+3,227
| +16% | +$265K | 0.04% | 298 |
|
|
2022
Q3 | $2.49K | Buy |
19,987
+1,484
| +8% | +$185 | 0.05% | 256 |
|
|
2022
Q2 | $1.67M | Buy |
18,503
+2,275
| +14% | +$205K | 0.03% | 290 |
|
|
2022
Q1 | $1.93M | Buy |
16,228
+1,978
| +14% | +$235K | 0.04% | 284 |
|
|
2021
Q4 | $1.94M | Buy |
14,250
+2,399
| +20% | +$327K | 0.04% | 282 |
|
|
2021
Q3 | $1.55M | Buy |
11,851
+7,382
| +165% | +$966K | 0.03% | 291 |
|
|
2021
Q2 | $518K | Buy |
+4,469
| New | +$518K | 0.01% | 349 |
|