Trueblood Wealth Management’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
Q4
Sell
-1,478
Closed -$232K 239
2024
Q3
$232K Hold
1,478
0.12% 201
2024
Q2
$237K Hold
1,478
0.13% 197
2024
Q1
$255K Buy
+1,478
New +$255K 0.15% 182