YHB Investment Advisors’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
Q4 | – | Sell |
-1,737
| Closed | -$216K | – | 291 |
|
|
2022
Q3 | $216K | Buy |
+1,737
| New | +$216K | 0.02% | 264 |
|
|
2022
Q2 | – | Sell |
-1,737
| Closed | -$206K | – | 301 |
|
|
2022
Q1 | $206K | Hold |
1,737
| – | – | 0.02% | 292 |
|
|
2021
Q4 | $236K | Buy |
+1,737
| New | +$236K | 0.02% | 298 |
|
|
2021
Q3 | – | Sell |
-1,756
| Closed | -$205K | – | 310 |
|
|
2021
Q2 | $205K | Buy |
+1,756
| New | +$205K | 0.02% | 297 |
|