Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-6,744
Closed -$2.46M 153
2020
Q4
$2.46M Sell
6,744
-630
-9% -$211K 1.43% 14
2020
Q3
$2.48M Buy
7,374
+2,646
+56% +$829K 1.33% 13
2020
Q2
$1.41M Sell
4,728
-210
-4% -$55.9K 1.34% 22
2020
Q1
$1.1M Sell
4,938
-1,691
-26% -$436K 1.26% 29
2019
Q4
$1.71M Sell
6,629
-153
-2% -$36.2K 1.35% 7
2019
Q3
$1.5M Buy
6,782
+17
+0.3% +$3.58K 1.24% 10
2019
Q2
$1.39M Sell
6,765
-765
-10% -$146K 1.14% 21
2019
Q1
$1.38M Buy
7,530
+357
+5% +$60.4K 1.06% 40
2018
Q4
$1.02M Buy
+7,173
New +$1.11M 0.94% 75
2015
Q1
Sell
-21,405
Closed -$1.75M 98
2014
Q4
$1.75M Buy
+21,405
New +$1.7M 1.08% 42

Other funds holding ANSS