TWM
Torch Wealth Management’s Advanced Drainage Systems WMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $348K | Sell |
8,980
-150
| -2% | -$5.81K | 0.19% | 84 |
|
|
2019
Q3 | $295K | Hold |
9,130
| – | – | 0.17% | 88 |
|
|
2019
Q2 | $299K | Hold |
9,130
| – | – | 0.18% | 89 |
|
|
2019
Q1 | $235K | Hold |
9,130
| – | – | 0.15% | 96 |
|
|
2018
Q4 | $221K | Hold |
9,130
| – | – | 0.16% | 90 |
|
|
2018
Q3 | $282K | Sell |
9,130
-7,350
| -45% | -$227K | 0.17% | 91 |
|
|
2018
Q2 | $471K | Hold |
16,480
| – | – | 0.3% | 70 |
|
|
2018
Q1 | $427K | Hold |
16,480
| – | – | 0.28% | 76 |
|
|
2017
Q4 | $393K | Sell |
16,480
-1,900
| -10% | -$45.3K | 0.24% | 84 |
|
|
2017
Q3 | $372K | Sell |
18,380
-100
| -0.5% | -$2.02K | 0.24% | 81 |
|
|
2017
Q2 | $371K | Hold |
18,480
| – | – | 0.26% | 79 |
|
|
2017
Q1 | $405K | Buy |
18,480
+300
| +2% | +$6.58K | 0.27% | 78 |
|
|
2016
Q4 | $375K | Buy |
+18,180
| New | +$375K | 0.26% | 78 |
|