Ancora Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.77K | Hold |
10
| – | – | ﹤0.01% | 1451 |
|
|
2025
Q1 | $5.66K | Hold |
10
| – | – | ﹤0.01% | 1396 |
|
|
2024
Q4 | $6K | Sell |
10
-279
| -97% | -$167K | ﹤0.01% | 1403 |
|
|
2024
Q3 | $168K | Buy |
289
+1
| +0.3% | +$583 | ﹤0.01% | 712 |
|
|
2024
Q2 | $139K | Sell |
288
-61
| -17% | -$29.4K | ﹤0.01% | 733 |
|
|
2024
Q1 | $196K | Hold |
349
| – | – | ﹤0.01% | 664 |
|
|
2023
Q4 | $197K | Sell |
349
-95
| -21% | -$53.7K | ﹤0.01% | 649 |
|
|
2023
Q3 | $228K | Hold |
444
| – | – | 0.01% | 615 |
|
|
2023
Q2 | $208K | Sell |
444
-120
| -21% | -$56.3K | 0.01% | 623 |
|
|
2023
Q1 | $316K | Sell |
564
-1
| -0.2% | -$560 | 0.01% | 549 |
|
|
2022
Q4 | $262K | Buy |
565
+1
| +0.2% | +$464 | 0.01% | 599 |
|
|
2022
Q3 | $238K | Sell |
564
-4
| -0.7% | -$1.69K | 0.01% | 662 |
|
|
2022
Q2 | $234K | Buy |
568
+4
| +0.7% | +$1.65K | 0.01% | 698 |
|
|
2022
Q1 | $284K | Buy |
564
+9
| +2% | +$4.53K | 0.01% | 689 |
|
|
2021
Q4 | $340K | Hold |
555
| – | – | 0.01% | 643 |
|
|
2021
Q3 | $338K | Hold |
555
| – | – | 0.01% | 635 |
|
|
2021
Q2 | $296K | Hold |
555
| – | – | 0.01% | 665 |
|
|
2021
Q1 | $233K | Hold |
555
| – | – | 0.01% | 679 |
|
|
2020
Q4 | $248K | Hold |
555
| – | – | 0.01% | 577 |
|
|
2020
Q3 | $198K | Hold |
555
| – | – | 0.01% | 591 |
|
|
2020
Q2 | $185K | Sell |
555
-85
| -13% | -$28.3K | 0.01% | 583 |
|
|
2020
Q1 | $185K | Hold |
640
| – | – | 0.01% | 642 |
|
|
2019
Q4 | $165K | Buy |
+640
| New | +$165K | 0.01% | 681 |
|
|
2018
Q4 | – | Sell |
-76
| Closed | -$13K | – | 983 |
|
|
2018
Q3 | $13K | Buy |
+76
| New | +$13K | ﹤0.01% | 1156 |
|
|
2017
Q1 | – | Sell |
-151
| Closed | -$12K | – | 914 |
|
|
2016
Q4 | $12K | Buy |
+151
| New | +$12K | ﹤0.01% | 1023 |
|