Summit Trail 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
Q2 | – | Sell |
-1,201
| Closed | -$207K | – | 675 |
|
|
2024
Q1 | $207K | Buy |
+1,201
| New | +$207K | 0.01% | 555 |
|
|
2018
Q3 | – | Sell |
-922
| Closed | -$26K | – | 453 |
|
|
2018
Q2 | $26K | Buy |
+922
| New | +$26K | 0.01% | 366 |
|
|
2018
Q1 | – | Sell |
-922
| Closed | -$23K | – | 1662 |
|
|
2017
Q4 | $23K | Buy |
+922
| New | +$23K | ﹤0.01% | 1010 |
|