Steph & Co’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 |
-1,173
| Closed | -$165K | – | 291 |
|
|
2023
Q4 | $165K | Sell |
1,173
-76
| -6% | -$10.7K | 0.08% | 112 |
|
|
2023
Q3 | $142K | Buy |
1,249
+46
| +4% | +$5.24K | 0.08% | 123 |
|
|
2023
Q2 | $137K | Buy |
1,203
+38
| +3% | +$4.32K | 0.07% | 127 |
|
|
2023
Q1 | $98.1K | Hold |
1,165
| – | – | 0.06% | 142 |
|
|
2022
Q4 | $95K | Buy |
+1,165
| New | +$95K | 0.06% | 144 |
|