Veritable’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 |
-3,183
| Closed | -$287K | – | 905 |
|
|
2022
Q2 | $287K | Sell |
3,183
-208
| -6% | -$18.8K | 0.01% | 695 |
|
|
2022
Q1 | $403K | Buy |
3,391
+80
| +2% | +$9.51K | 0.01% | 623 |
|
|
2021
Q4 | $451K | Sell |
3,311
-769
| -19% | -$105K | 0.01% | 588 |
|
|
2021
Q3 | $441K | Sell |
4,080
-389
| -9% | -$42K | 0.01% | 576 |
|
|
2021
Q2 | $521K | Buy |
4,469
+284
| +7% | +$33.1K | 0.01% | 527 |
|
|
2021
Q1 | $433K | Buy |
4,185
+1,516
| +57% | +$157K | 0.01% | 541 |
|
|
2020
Q4 | $223K | Buy |
+2,669
| New | +$223K | ﹤0.01% | 730 |
|