Axxcess Wealth Management’s Ansys ANSS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-925
| Closed | -$336K | – | 870 |
|
2023
Q4 | $336K | Sell |
925
-8
| -0.9% | -$2.9K | 0.01% | 615 |
|
2023
Q3 | $278K | Sell |
933
-538
| -37% | -$160K | 0.01% | 622 |
|
2023
Q2 | $486K | Sell |
1,471
-172
| -10% | -$56.8K | 0.04% | 353 |
|
2023
Q1 | $547K | Buy |
1,643
+760
| +86% | +$253K | 0.04% | 355 |
|
2022
Q4 | $213K | Buy |
+883
| New | +$213K | 0.02% | 544 |
|
2022
Q2 | – | Sell |
-676
| Closed | -$215K | – | 537 |
|
2022
Q1 | $215K | Sell |
676
-199
| -23% | -$63.3K | 0.02% | 559 |
|
2021
Q4 | $351K | Buy |
+875
| New | +$351K | 0.03% | 438 |
|