Prosperity Capital Advisors’s Advanced Drainage Systems WMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,520
| Closed | -$214K | – | 337 |
|
|
2023
Q4 | $214K | Buy |
+1,520
| New | +$214K | 0.02% | 250 |
|
|
2023
Q3 | – | Sell |
-1,936
| Closed | -$220K | – | 257 |
|
|
2023
Q2 | $220K | Sell |
1,936
-638
| -25% | -$72.6K | 0.03% | 211 |
|
|
2023
Q1 | $217K | Sell |
2,574
-114
| -4% | -$9.6K | 0.03% | 189 |
|
|
2022
Q4 | $220K | Buy |
+2,688
| New | +$220K | 0.07% | 178 |
|