Plante Moran Financial Advisors’s Access National Corporation ANCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-39
| Closed | -$1K | – | 1013 |
|
|
2018
Q1 | $1K | Sell |
39
-360
| -90% | -$9.23K | ﹤0.01% | 938 |
|
|
2017
Q4 | $11K | Hold |
399
| – | – | 0.01% | 583 |
|
|
2017
Q3 | $11K | Hold |
399
| – | – | 0.01% | 535 |
|
|
2017
Q2 | $11K | Buy |
+399
| New | +$11K | 0.01% | 549 |
|
|
2017
Q1 | – | Sell |
-82
| Closed | -$2K | – | 1085 |
|
|
2016
Q4 | $2K | Hold |
82
| – | – | ﹤0.01% | 893 |
|
|
2016
Q3 | $2K | Hold |
82
| – | – | ﹤0.01% | 874 |
|
|
2016
Q2 | $2K | Hold |
82
| – | – | ﹤0.01% | 832 |
|
|
2016
Q1 | $2K | Buy |
+82
| New | +$2K | ﹤0.01% | 781 |
|