BSW
ANCX
Buckingham Strategic Wealth’s Access National Corporation ANCX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-58,848
| Closed | -$1.68M | – | 381 |
|
2018
Q2 | $1.68M | Hold |
58,848
| – | – | 0.27% | 84 |
|
2018
Q1 | $1.68M | Hold |
58,848
| – | – | 0.33% | 66 |
|
2017
Q4 | $1.64M | Sell |
58,848
-1,463
| -2% | -$40.7K | 0.34% | 69 |
|
2017
Q3 | $1.73M | Hold |
60,311
| – | – | 0.41% | 58 |
|
2017
Q2 | $1.6M | Buy |
+60,311
| New | +$1.6M | 0.38% | 64 |
|