Spire Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.6K | Buy |
867
+49
| +6% | +$5.63K | ﹤0.01% | 973 |
|
|
2025
Q1 | $88.8K | Buy |
818
+2
| +0.2% | +$217 | ﹤0.01% | 1078 |
|
|
2024
Q4 | $94.4K | Buy |
+816
| New | +$94.4K | ﹤0.01% | 1053 |
|
|
2022
Q2 | – | Sell |
-1,742
| Closed | -$207K | – | 2847 |
|
|
2022
Q1 | $207K | Buy |
1,742
+2
| +0.1% | +$238 | 0.01% | 879 |
|
|
2021
Q4 | $237K | Buy |
1,740
+1
| +0.1% | +$136 | 0.01% | 1017 |
|
|
2021
Q3 | $188K | Sell |
1,739
-74
| -4% | -$8K | 0.01% | 953 |
|
|
2021
Q2 | $211K | Sell |
1,813
-1,113
| -38% | -$130K | 0.01% | 928 |
|
|
2021
Q1 | $313K | Buy |
+2,926
| New | +$313K | 0.01% | 841 |
|