Sebold Capital Management’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
Q4 | – | Sell |
-1,400
| Closed | -$220K | – | 73 |
|
|
2024
Q3 | $220K | Sell |
1,400
-200
| -13% | -$31.4K | 0.15% | 64 |
|
|
2024
Q2 | $257K | Sell |
1,600
-350
| -18% | -$56.1K | 0.18% | 57 |
|
|
2024
Q1 | $336K | Sell |
1,950
-50
| -3% | -$8.61K | 0.23% | 54 |
|
|
2023
Q4 | $281K | Sell |
2,000
-500
| -20% | -$70.3K | 0.21% | 54 |
|
|
2023
Q3 | $285K | Hold |
2,500
| – | – | 0.23% | 55 |
|
|
2023
Q2 | $284K | Hold |
2,500
| – | – | 0.23% | 56 |
|
|
2023
Q1 | $211K | Hold |
2,500
| – | – | 0.17% | 63 |
|
|
2022
Q4 | $205K | Buy |
+2,500
| New | +$205K | 0.17% | 68 |
|