Mission Wealth Management’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-714
| Closed | -$227K | – | 622 |
|
2024
Q3 | $227K | Sell |
714
-12
| -2% | -$3.82K | 0.01% | 579 |
|
2024
Q2 | $233K | Sell |
726
-32
| -4% | -$10.3K | 0.01% | 553 |
|
2024
Q1 | $263K | Buy |
758
+41
| +6% | +$14.2K | 0.01% | 546 |
|
2023
Q4 | $260K | Sell |
717
-878
| -55% | -$318K | 0.01% | 483 |
|
2023
Q3 | $475K | Sell |
1,595
-93
| -6% | -$27.7K | 0.02% | 338 |
|
2023
Q2 | $558K | Sell |
1,688
-63
| -4% | -$20.8K | 0.02% | 312 |
|
2023
Q1 | $583K | Buy |
1,751
+5
| +0.3% | +$1.66K | 0.02% | 290 |
|
2022
Q4 | $422K | Buy |
1,746
+19
| +1% | +$4.59K | 0.02% | 339 |
|
2022
Q3 | $383K | Buy |
1,727
+13
| +0.8% | +$2.88K | 0.02% | 328 |
|
2022
Q2 | $410K | Buy |
1,714
+50
| +3% | +$12K | 0.02% | 329 |
|
2022
Q1 | $528K | Buy |
1,664
+173
| +12% | +$54.9K | 0.02% | 287 |
|
2021
Q4 | $598K | Sell |
1,491
-971
| -39% | -$389K | 0.03% | 262 |
|
2021
Q3 | $838K | Buy |
2,462
+5
| +0.2% | +$1.7K | 0.04% | 195 |
|
2021
Q2 | $853K | Buy |
+2,457
| New | +$853K | 0.05% | 186 |
|