SWS
SYSTM Wealth Solutions’s Advanced Drainage Systems WMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,104
| Closed | -$535K | – | 974 |
|
|
2024
Q1 | $535K | Sell |
3,104
-9
| -0.3% | -$1.55K | 0.07% | 279 |
|
|
2023
Q4 | $438K | Sell |
3,113
-1,627
| -34% | -$229K | 0.06% | 288 |
|
|
2023
Q3 | $540K | Buy |
4,740
+293
| +7% | +$33.4K | 0.08% | 277 |
|
|
2023
Q2 | $506K | Sell |
4,447
-55
| -1% | -$6.26K | 0.07% | 313 |
|
|
2023
Q1 | $379K | Buy |
4,502
+4
| +0.1% | +$337 | 0.06% | 343 |
|
|
2022
Q4 | $369K | Buy |
+4,498
| New | +$369K | 0.05% | 390 |
|