Bridgewater Wealth & Financial Management’s Access National Corporation ANCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,000
| Closed | -$210K | – | 120 |
|
|
2017
Q1 | $210K | Buy |
+7,000
| New | +$210K | 0.08% | 104 |
|
|
2016
Q3 | – | Sell |
-10,000
| Closed | -$195K | – | 117 |
|
|
2016
Q2 | $195K | Hold |
10,000
| – | – | 0.07% | 113 |
|
|
2016
Q1 | $198K | Hold |
10,000
| – | – | 0.07% | 113 |
|
|
2015
Q4 | $205K | Hold |
10,000
| – | – | 0.08% | 89 |
|
|
2015
Q3 | $204K | Hold |
10,000
| – | – | 0.08% | 85 |
|
|
2015
Q2 | $194K | Hold |
10,000
| – | – | 0.08% | 77 |
|
|
2015
Q1 | $187K | Hold |
10,000
| – | – | 0.08% | 78 |
|
|
2014
Q4 | $169K | Buy |
+10,000
| New | +$169K | 0.07% | 95 |
|