WealthPlan Investment 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
2023
Q1
Sell
-5,000
Closed -$464K 582
2022
Q4
$464K Hold
5,000
0.03% 266
2022
Q3
$444K Buy
+5,000
New +$444K 0.03% 260
2022
Q1
$686K Buy
+6,700
New +$686K 0.05% 212