Ancora Advisors’s NACCO Industries NC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8,567
| Closed | -$200K | – | 1390 |
|
|
2020
Q2 | $200K | Sell |
8,567
-556
| -6% | -$13K | 0.01% | 574 |
|
|
2020
Q1 | $255K | Buy |
9,123
+4,181
| +85% | +$117K | 0.01% | 578 |
|
|
2019
Q4 | $231K | Sell |
4,942
-128
| -3% | -$5.98K | 0.01% | 622 |
|
|
2019
Q3 | $324K | Hold |
5,070
| – | – | 0.01% | 519 |
|
|
2019
Q2 | $263K | Sell |
5,070
-940
| -16% | -$48.8K | 0.01% | 517 |
|
|
2019
Q1 | $230K | Sell |
6,010
-50
| -0.8% | -$1.91K | 0.01% | 541 |
|
|
2018
Q4 | $205K | Buy |
6,060
+5,790
| +2,144% | +$196K | 0.01% | 554 |
|
|
2018
Q3 | $9K | Buy |
+270
| New | +$9K | ﹤0.01% | 1204 |
|
|
2017
Q4 | – | Sell |
-22,410
| Closed | -$439K | – | 666 |
|
|
2017
Q3 | $439K | Buy |
+22,410
| New | +$439K | 0.03% | 484 |
|
|
2014
Q2 | – | Sell |
-84,424
| Closed | -$1.05M | – | 489 |
|
|
2014
Q1 | $1.05M | Buy |
84,424
+2,333
| +3% | +$28.9K | 0.15% | 178 |
|
|
2013
Q4 | $1.17M | Buy |
82,091
+21,102
| +35% | +$300K | 0.18% | 152 |
|
|
2013
Q3 | $772K | Buy |
60,989
+9,901
| +19% | +$125K | 0.13% | 176 |
|
|
2013
Q2 | $669K | Buy |
+51,088
| New | +$669K | 0.11% | 196 |
|