Schechter Investment Advisors’s Ansys ANSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-643
| Closed | -$223K | – | 650 |
|
|
2024
Q1 | $223K | Buy |
643
+9
| +1% | +$3.12K | 0.02% | 561 |
|
|
2023
Q4 | $230K | Buy |
+634
| New | +$230K | 0.02% | 524 |
|
|
2023
Q3 | – | Sell |
-668
| Closed | -$221K | – | 641 |
|
|
2023
Q2 | $221K | Buy |
668
+7
| +1% | +$2.31K | 0.02% | 565 |
|
|
2023
Q1 | $220K | Buy |
+661
| New | +$220K | 0.02% | 593 |
|
|
2022
Q3 | – | Sell |
-1,016
| Closed | -$243K | – | 949 |
|
|
2022
Q2 | $243K | Sell |
1,016
-80
| -7% | -$19.1K | 0.02% | 782 |
|
|
2022
Q1 | $348K | Buy |
1,096
+97
| +10% | +$30.8K | 0.03% | 642 |
|
|
2021
Q4 | $401K | Buy |
+999
| New | +$401K | 0.04% | 581 |
|