Charles Schwab’s Access National Corporation ANCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-79,369
| Closed | -$1.69M | – | 3236 |
|
|
2018
Q4 | $1.69M | Buy |
79,369
+286
| +0.4% | +$6.1K | ﹤0.01% | 2386 |
|
|
2018
Q3 | $2.14M | Buy |
79,083
+3,963
| +5% | +$107K | ﹤0.01% | 2408 |
|
|
2018
Q2 | $2.15M | Buy |
75,120
+2,304
| +3% | +$65.9K | ﹤0.01% | 2353 |
|
|
2018
Q1 | $2.08M | Buy |
72,816
+6,090
| +9% | +$174K | ﹤0.01% | 2314 |
|
|
2017
Q4 | $1.86M | Buy |
66,726
+12,279
| +23% | +$342K | ﹤0.01% | 2336 |
|
|
2017
Q3 | $1.56M | Buy |
54,447
+30,723
| +130% | +$881K | ﹤0.01% | 2365 |
|
|
2017
Q2 | $630K | Buy |
23,724
+9,586
| +68% | +$255K | ﹤0.01% | 2616 |
|
|
2017
Q1 | $425K | Hold |
14,138
| – | – | ﹤0.01% | 2702 |
|
|
2016
Q4 | $393K | Hold |
14,138
| – | – | ﹤0.01% | 2744 |
|
|
2016
Q3 | $338K | Hold |
14,138
| – | – | ﹤0.01% | 2749 |
|
|
2016
Q2 | $276K | Buy |
+14,138
| New | +$276K | ﹤0.01% | 2812 |
|
|
2014
Q2 | – | Sell |
-10,100
| Closed | -$164K | – | 3165 |
|
|
2014
Q1 | $164K | Hold |
10,100
| – | – | ﹤0.01% | 2991 |
|
|
2013
Q4 | $151K | Hold |
10,100
| – | – | ﹤0.01% | 3018 |
|
|
2013
Q3 | $145K | Hold |
10,100
| – | – | ﹤0.01% | 2995 |
|
|
2013
Q2 | $136K | Buy |
+10,100
| New | +$136K | ﹤0.01% | 2997 |
|