Institute for Wealth Management’s AnaptysBio ANAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,055
| Closed | -$250K | – | 445 |
|
|
2022
Q4 | $250K | Sell |
8,055
-3,492
| -30% | -$108K | 0.05% | 378 |
|
|
2022
Q3 | $295K | Hold |
11,547
| – | – | 0.07% | 341 |
|
|
2022
Q2 | $234K | Buy |
11,547
+3,432
| +42% | +$69.5K | 0.05% | 455 |
|
|
2022
Q1 | $201K | Hold |
8,115
| – | – | 0.03% | 510 |
|
|
2021
Q4 | $282K | Sell |
8,115
-3,750
| -32% | -$130K | 0.05% | 392 |
|
|
2021
Q3 | $322K | Hold |
11,865
| – | – | 0.06% | 350 |
|
|
2021
Q2 | $308K | Hold |
11,865
| – | – | 0.05% | 368 |
|
|
2021
Q1 | $256K | Buy |
+11,865
| New | +$256K | 0.05% | 391 |
|