WAM
ADSW
Wealthspire Advisors (Maryland)’s Advanced Disposal Services, Inc. ADSW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $6.04M | Sell |
199,867
-74
| -0% | -$2.24K | 0.21% | 58 |
|
|
2020
Q2 | $6.03M | Sell |
199,941
-15
| -0% | -$453 | 0.43% | 40 |
|
|
2020
Q1 | $6.56M | Buy |
199,956
+35,147
| +21% | +$1.15M | 0.57% | 32 |
|
|
2019
Q4 | $5.42M | Buy |
164,809
+64,969
| +65% | +$2.14M | 0.36% | 49 |
|
|
2019
Q3 | $3.25M | Buy |
99,840
+79,900
| +401% | +$2.6M | 0.24% | 69 |
|
|
2019
Q2 | $636K | Hold |
19,940
| – | – | 0.05% | 215 |
|
|
2019
Q1 | $558K | Hold |
19,940
| – | – | 0.04% | 237 |
|
|
2018
Q4 | $477K | Buy |
19,940
+500
| +3% | +$12K | 0.04% | 230 |
|
|
2018
Q3 | $526K | Hold |
19,440
| – | – | 0.04% | 235 |
|
|
2018
Q2 | $482K | Hold |
19,440
| – | – | 0.04% | 245 |
|
|
2018
Q1 | $433K | Buy |
19,440
+17,440
| +872% | +$388K | 0.04% | 276 |
|
|
2017
Q4 | $48K | Buy |
2,000
+1,000
| +100% | +$24K | ﹤0.01% | 1028 |
|
|
2017
Q3 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 1228 |
|
|
2017
Q2 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 1222 |
|
|
2017
Q1 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 1040 |
|
|
2016
Q4 | $22K | Buy |
+1,000
| New | +$22K | ﹤0.01% | 1000 |
|