TCI Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5
| Closed | -$422 | – | 2246 |
|
|
2023
Q1 | $422 | Buy |
5
+3
| +150% | +$253 | ﹤0.01% | 2249 |
|
|
2022
Q4 | $164 | Sell |
2
-3
| -60% | -$246 | ﹤0.01% | 2358 |
|
|
2022
Q3 | $1K | Buy |
5
+4
| +400% | +$800 | ﹤0.01% | 2184 |
|
|
2022
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2541 |
|
|
2022
Q1 | – | Sell |
-101
| Closed | -$14K | – | 2480 |
|
|
2021
Q4 | $14K | Hold |
101
| – | – | ﹤0.01% | 941 |
|
|
2021
Q3 | $11K | Hold |
101
| – | – | ﹤0.01% | 1054 |
|
|
2021
Q2 | $12K | Buy |
101
+41
| +68% | +$4.87K | ﹤0.01% | 858 |
|
|
2021
Q1 | $6K | Buy |
+60
| New | +$6K | ﹤0.01% | 1165 |
|