Creative Planning’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
Q3 | – | Sell |
-200
| Closed | -$5K | – | 4219 |
|
|
2017
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 3975 |
|
|
2015
Q4 | – | Sell |
-391
| Closed | -$8K | – | 4529 |
|
|
2015
Q3 | $8K | Buy |
+391
| New | +$8K | ﹤0.01% | 3350 |
|
|
2014
Q1 | – | Sell |
-150
| Closed | -$2K | – | 3717 |
|
|
2013
Q4 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 3144 |
|