Regal Investment Advisors’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,301
| Closed | -$418K | – | 503 |
|
|
2024
Q2 | $418K | Buy |
1,301
+397
| +44% | +$128K | 0.03% | 384 |
|
|
2024
Q1 | $314K | Buy |
+904
| New | +$314K | 0.02% | 451 |
|
|
2022
Q1 | – | Sell |
-2,413
| Closed | -$968K | – | 526 |
|
|
2021
Q4 | $968K | Sell |
2,413
-444
| -16% | -$178K | 0.09% | 247 |
|
|
2021
Q3 | $973K | Sell |
2,857
-98
| -3% | -$33.4K | 0.09% | 238 |
|
|
2021
Q2 | $1.03M | Buy |
+2,955
| New | +$1.03M | 0.1% | 210 |
|
|
2021
Q1 | – | Sell |
-1,640
| Closed | -$597K | – | 46 |
|
|
2020
Q4 | $597K | Buy |
+1,640
| New | +$597K | 0.07% | 257 |
|
|
2015
Q4 | – | Sell |
-500
| Closed | -$44K | – | 293 |
|
|
2015
Q3 | $44K | Hold |
500
| – | – | 0.01% | 447 |
|
|
2015
Q2 | $45K | Hold |
500
| – | – | 0.01% | 435 |
|
|
2015
Q1 | $44K | Hold |
500
| – | – | 0.01% | 443 |
|
|
2014
Q4 | $41K | Hold |
500
| – | – | 0.01% | 420 |
|
|
2014
Q3 | $38K | Hold |
500
| – | – | 0.01% | 448 |
|
|
2014
Q2 | $38K | Hold |
500
| – | – | 0.01% | 424 |
|
|
2014
Q1 | $39K | Hold |
500
| – | – | 0.02% | 382 |
|
|
2013
Q4 | $44K | Buy |
+500
| New | +$44K | 0.03% | 304 |
|