Ancora Advisors’s CoreCard CCRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,859
| Closed | -$334K | – | 1957 |
|
|
2025
Q1 | $334K | Sell |
17,859
-20,020
| -53% | -$375K | 0.01% | 599 |
|
|
2024
Q4 | $860K | Sell |
37,879
-135
| -0.4% | -$3.06K | 0.02% | 430 |
|
|
2024
Q3 | $552K | Hold |
38,014
| – | – | 0.01% | 478 |
|
|
2024
Q2 | $555K | Sell |
38,014
-865
| -2% | -$12.6K | 0.01% | 470 |
|
|
2024
Q1 | $430K | Hold |
38,879
| – | – | 0.01% | 516 |
|
|
2023
Q4 | $538K | Buy |
38,879
+23,772
| +157% | +$329K | 0.01% | 475 |
|
|
2023
Q3 | $302K | Buy |
15,107
+8,838
| +141% | +$177K | 0.01% | 560 |
|
|
2023
Q2 | $159K | Buy |
+6,269
| New | +$159K | ﹤0.01% | 679 |
|
|
2023
Q1 | – | Sell |
-17,730
| Closed | -$514K | – | 1928 |
|
|
2022
Q4 | $514K | Buy |
+17,730
| New | +$514K | 0.01% | 467 |
|