Ancora Advisors’s Energy Focus EFOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,131
| Closed | -$365K | – | 1231 |
|
|
2016
Q3 | $365K | Buy |
2,131
+1,074
| +102% | +$184K | 0.04% | 382 |
|
|
2016
Q2 | $231K | Sell |
1,057
-743
| -41% | -$162K | 0.03% | 442 |
|
|
2016
Q1 | $468K | Buy |
1,800
+786
| +78% | +$204K | 0.06% | 317 |
|
|
2015
Q4 | $488K | Buy |
1,014
+143
| +16% | +$68.8K | 0.06% | 302 |
|
|
2015
Q3 | $360K | Buy |
+871
| New | +$360K | 0.05% | 350 |
|