Yorktown Management & Research Company’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 |
-3,100
| Closed | -$487K | – | 222 |
|
|
2024
Q3 | $487K | Hold |
3,100
| – | – | 0.5% | 78 |
|
|
2024
Q2 | $497K | Hold |
3,100
| – | – | 0.53% | 65 |
|
|
2024
Q1 | $534K | Hold |
3,100
| – | – | 0.51% | 57 |
|
|
2023
Q4 | $436K | Hold |
3,100
| – | – | 0.46% | 79 |
|
|
2023
Q3 | $353K | Hold |
3,100
| – | – | 0.4% | 102 |
|
|
2023
Q2 | $353K | Hold |
3,100
| – | – | 0.38% | 125 |
|
|
2023
Q1 | $261K | Hold |
3,100
| – | – | 0.28% | 165 |
|
|
2022
Q4 | $254K | Buy |
+3,100
| New | +$254K | 0.31% | 163 |
|