CFM Wealth Partners’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-661
| Closed | -$225K | – | 180 |
|
|
2021
Q3 | $225K | Hold |
661
| – | – | 0.06% | 170 |
|
|
2021
Q2 | $229K | Hold |
661
| – | – | 0.06% | 157 |
|
|
2021
Q1 | $224K | Sell |
661
-53
| -7% | -$18K | 0.07% | 152 |
|
|
2020
Q4 | $260K | Sell |
714
-14
| -2% | -$5.1K | 0.08% | 132 |
|
|
2020
Q3 | $238K | Hold |
728
| – | – | 0.09% | 128 |
|
|
2020
Q2 | $212K | Sell |
728
-49
| -6% | -$14.3K | 0.08% | 139 |
|
|
2020
Q1 | $181K | Sell |
777
-45
| -5% | -$10.5K | 0.08% | 134 |
|
|
2019
Q4 | $219K | Buy |
+822
| New | +$219K | 0.08% | 140 |
|