American Research & Management Company’s Access National Corporation ANCX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-5,924
| Closed | -$126K | – | 382 |
|
2018
Q4 | $126K | Sell |
5,924
-8,900
| -60% | -$189K | 0.04% | 136 |
|
2018
Q3 | $402K | Buy |
14,824
+300
| +2% | +$8.14K | 0.12% | 102 |
|
2018
Q2 | $415K | Buy |
14,524
+3,375
| +30% | +$96.4K | 0.14% | 93 |
|
2018
Q1 | $318K | Buy |
11,149
+2,500
| +29% | +$71.3K | 0.1% | 107 |
|
2017
Q4 | $241K | Buy |
8,649
+750
| +9% | +$20.9K | 0.07% | 116 |
|
2017
Q3 | $226K | Buy |
7,899
+400
| +5% | +$11.4K | 0.07% | 108 |
|
2017
Q2 | $199K | Hold |
7,499
| – | – | 0.07% | 109 |
|
2017
Q1 | $225K | Buy |
7,499
+900
| +14% | +$27K | 0.08% | 100 |
|
2016
Q4 | $183K | Hold |
6,599
| – | – | 0.06% | 116 |
|
2016
Q3 | $158K | Buy |
6,599
+200
| +3% | +$4.79K | 0.06% | 115 |
|
2016
Q2 | $125K | Buy |
6,399
+2,500
| +64% | +$48.8K | 0.05% | 118 |
|
2016
Q1 | $77K | Buy |
3,899
+3,649
| +1,460% | +$72.1K | 0.03% | 140 |
|
2015
Q4 | $5K | Buy |
+250
| New | +$5K | ﹤0.01% | 315 |
|