BerganKDV Wealth Management’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.96K | Sell |
12
-7
| -37% | -$2.31K | ﹤0.01% | 628 |
|
|
2023
Q1 | $6.32K | Hold |
19
| – | – | ﹤0.01% | 662 |
|
|
2022
Q4 | $4.59K | Hold |
19
| – | – | ﹤0.01% | 684 |
|
|
2022
Q3 | $4K | Sell |
19
-8
| -30% | -$1.68K | ﹤0.01% | 701 |
|
|
2022
Q2 | $6K | Hold |
27
| – | – | ﹤0.01% | 659 |
|
|
2022
Q1 | $9K | Sell |
27
-9
| -25% | -$3K | ﹤0.01% | 620 |
|
|
2021
Q4 | $14K | Buy |
36
+9
| +33% | +$3.5K | ﹤0.01% | 594 |
|
|
2021
Q3 | $9K | Hold |
27
| – | – | ﹤0.01% | 643 |
|
|
2021
Q2 | $9K | Hold |
27
| – | – | ﹤0.01% | 620 |
|
|
2021
Q1 | $9K | Hold |
27
| – | – | ﹤0.01% | 588 |
|
|
2020
Q4 | $10K | Buy |
27
+6
| +29% | +$2.22K | ﹤0.01% | 566 |
|
|
2020
Q3 | $7K | Hold |
21
| – | – | ﹤0.01% | 542 |
|
|
2020
Q2 | $6K | Sell |
21
-7
| -25% | -$2K | ﹤0.01% | 601 |
|
|
2020
Q1 | $7K | Buy |
28
+2
| +8% | +$500 | ﹤0.01% | 525 |
|
|
2019
Q4 | $7K | Buy |
26
+14
| +117% | +$3.77K | ﹤0.01% | 555 |
|
|
2019
Q3 | $3K | Hold |
12
| – | – | ﹤0.01% | 597 |
|
|
2019
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 654 |
|
|
2019
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 651 |
|
|
2018
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 603 |
|
|
2018
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 572 |
|
|
2018
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 596 |
|