Ancora Advisors’s PRECIDIAN INVESTMENTS MAXIS NIKKEI 225 INDEX NKY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-17,800
| Closed | -$329K | – | 536 |
|
|
2015
Q4 | $329K | Buy |
17,800
+1,500
| +9% | +$27.7K | 0.04% | 371 |
|
|
2015
Q3 | $284K | Hold |
16,300
| – | – | 0.04% | 391 |
|
|
2015
Q2 | $319K | Buy |
+16,300
| New | +$319K | 0.04% | 392 |
|
|
2015
Q1 | – | Sell |
-16,300
| Closed | -$278K | – | 387 |
|
|
2014
Q4 | $278K | Hold |
16,300
| – | – | 0.03% | 405 |
|
|
2014
Q3 | $286K | Sell |
16,300
-2,350
| -13% | -$41.2K | 0.04% | 375 |
|
|
2014
Q2 | $331K | Buy |
18,650
+700
| +4% | +$12.4K | 0.04% | 373 |
|
|
2014
Q1 | $307K | Hold |
17,950
| – | – | 0.04% | 353 |
|
|
2013
Q4 | $333K | Hold |
17,950
| – | – | 0.05% | 311 |
|
|
2013
Q3 | $317K | Hold |
17,950
| – | – | 0.05% | 301 |
|
|
2013
Q2 | $293K | Buy |
+17,950
| New | +$293K | 0.05% | 312 |
|