B. Riley Wealth Advisors’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,085
| Closed | -$323K | – | 1390 |
|
|
2024
Q1 | $323K | Buy |
+1,085
| New | +$323K | 0.01% | 1011 |
|
|
2023
Q4 | – | Sell |
-1,085
| Closed | -$323K | – | 1391 |
|
|
2023
Q3 | $323K | Buy |
1,085
+427
| +65% | +$127K | 0.01% | 1011 |
|
|
2023
Q2 | $217K | Sell |
658
-75
| -10% | -$24.8K | ﹤0.01% | 1306 |
|
|
2023
Q1 | $244K | Buy |
+733
| New | +$244K | 0.01% | 1186 |
|
|
2022
Q2 | – | Sell |
-695
| Closed | -$221K | – | 1239 |
|
|
2022
Q1 | $221K | Sell |
695
-736
| -51% | -$234K | 0.01% | 1166 |
|
|
2021
Q4 | $575K | Buy |
1,431
+99
| +7% | +$39.8K | 0.02% | 741 |
|
|
2021
Q3 | $454K | Buy |
1,332
+520
| +64% | +$177K | 0.01% | 824 |
|
|
2021
Q2 | $282K | Sell |
812
-306
| -27% | -$106K | 0.01% | 1054 |
|
|
2021
Q1 | $380K | Sell |
1,118
-865
| -44% | -$294K | 0.01% | 866 |
|
|
2020
Q4 | $722K | Sell |
1,983
-142
| -7% | -$51.7K | 0.04% | 421 |
|
|
2020
Q3 | $693K | Buy |
2,125
+168
| +9% | +$54.8K | 0.04% | 416 |
|
|
2020
Q2 | $571K | Sell |
1,957
-65
| -3% | -$19K | 0.04% | 410 |
|
|
2020
Q1 | $471K | Buy |
2,022
+209
| +12% | +$48.7K | 0.04% | 404 |
|
|
2019
Q4 | $467K | Buy |
+1,813
| New | +$467K | 0.04% | 458 |
|
|
2015
Q1 | – | Sell |
-1,158
| Closed | -$95 | – | 642 |
|
|
2014
Q4 | $95 | Buy |
+1,158
| New | +$95 | ﹤0.01% | 1771 |
|
|
2014
Q3 | – | Sell |
-1,005
| Closed | -$76.2K | – | 717 |
|
|
2014
Q2 | $76.2K | Buy |
+1,005
| New | +$76.2K | 0.02% | 840 |
|