MIM
ANCX
Montgomery Investment Management’s Access National Corporation ANCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,063
| Closed | -$215K | – | 91 |
|
|
2018
Q4 | $215K | Sell |
10,063
-3,329
| -25% | -$71.1K | 0.11% | 84 |
|
|
2018
Q3 | $363K | Buy |
13,392
+600
| +5% | +$16.3K | 0.15% | 79 |
|
|
2018
Q2 | $366K | Hold |
12,792
| – | – | 0.15% | 76 |
|
|
2018
Q1 | $365K | Hold |
12,792
| – | – | 0.15% | 75 |
|
|
2017
Q4 | $356K | Buy |
12,792
+1,109
| +9% | +$30.9K | 0.14% | 78 |
|
|
2017
Q3 | $335K | Sell |
11,683
-6,656
| -36% | -$191K | 0.15% | 75 |
|
|
2017
Q2 | $486K | Buy |
+18,339
| New | +$486K | 0.22% | 64 |
|