Sweet Financial Partners’s Advanced Drainage Systems WMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-5,020
Closed -$452K 179
2022
Q2
$452K Buy
5,020
+20
+0.4% +$1.8K 0.14% 95
2022
Q1
$594K Sell
5,000
-924
-16% -$110K 0.16% 83
2021
Q4
$806K Buy
+5,924
New +$806K 0.33% 40