9258 Wealth Management’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-635
| Closed | -$220K | – | 343 |
|
|
2024
Q1 | $220K | Sell |
635
-98
| -13% | -$34K | 0.03% | 314 |
|
|
2023
Q4 | $266K | Hold |
733
| – | – | 0.05% | 267 |
|
|
2023
Q3 | $218K | Hold |
733
| – | – | 0.04% | 290 |
|
|
2023
Q2 | $242K | Buy |
733
+9
| +1% | +$2.97K | 0.05% | 283 |
|
|
2023
Q1 | $241K | Buy |
+724
| New | +$241K | 0.05% | 280 |
|
|
2022
Q2 | – | Sell |
-670
| Closed | -$213K | – | 336 |
|
|
2022
Q1 | $213K | Sell |
670
-154
| -19% | -$49K | 0.05% | 332 |
|
|
2021
Q4 | $331K | Buy |
824
+18
| +2% | +$7.23K | 0.08% | 267 |
|
|
2021
Q3 | $274K | Hold |
806
| – | – | 0.07% | 278 |
|
|
2021
Q2 | $280K | Buy |
806
+1
| +0.1% | +$347 | 0.08% | 278 |
|
|
2021
Q1 | $273K | Buy |
805
+134
| +20% | +$45.4K | 0.08% | 264 |
|
|
2020
Q4 | $244K | Buy |
+671
| New | +$244K | 0.08% | 262 |
|