Security National Trust’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-50
| Closed | -$18K | – | 390 |
|
2020
Q4 | $18K | Hold |
50
| – | – | ﹤0.01% | 326 |
|
2020
Q3 | $16K | Hold |
50
| – | – | ﹤0.01% | 322 |
|
2020
Q2 | $15K | Sell |
50
-26
| -34% | -$7.8K | ﹤0.01% | 326 |
|
2020
Q1 | $18K | Buy |
76
+26
| +52% | +$6.16K | 0.01% | 314 |
|
2019
Q4 | $13K | Hold |
50
| – | – | ﹤0.01% | 346 |
|
2019
Q3 | $11K | Sell |
50
-25
| -33% | -$5.5K | ﹤0.01% | 315 |
|
2019
Q2 | $15K | Sell |
75
-25
| -25% | -$5K | ﹤0.01% | 308 |
|
2019
Q1 | $18K | Hold |
100
| – | – | 0.01% | 296 |
|
2018
Q4 | $14K | Sell |
100
-50
| -33% | -$7K | 0.01% | 299 |
|
2018
Q3 | $28K | Hold |
150
| – | – | 0.01% | 282 |
|
2018
Q2 | $26K | Hold |
150
| – | – | 0.01% | 296 |
|
2018
Q1 | $24K | Hold |
150
| – | – | 0.01% | 292 |
|
2017
Q4 | $22K | Sell |
150
-50
| -25% | -$7.33K | 0.01% | 300 |
|
2017
Q3 | $25K | Hold |
200
| – | – | 0.01% | 302 |
|
2017
Q2 | $24K | Sell |
200
-125
| -38% | -$15K | 0.01% | 316 |
|
2017
Q1 | $35K | Hold |
325
| – | – | 0.01% | 296 |
|
2016
Q4 | $30K | Hold |
325
| – | – | 0.01% | 307 |
|
2016
Q3 | $30K | Hold |
325
| – | – | 0.01% | 312 |
|
2016
Q2 | $29K | Hold |
325
| – | – | 0.01% | 308 |
|
2016
Q1 | $29K | Hold |
325
| – | – | 0.01% | 303 |
|
2015
Q4 | $30K | Hold |
325
| – | – | 0.01% | 298 |
|
2015
Q3 | $29K | Hold |
325
| – | – | 0.01% | 305 |
|
2015
Q2 | $30K | Hold |
325
| – | – | 0.01% | 312 |
|
2015
Q1 | $29K | Sell |
325
-25
| -7% | -$2.23K | 0.01% | 325 |
|
2014
Q4 | $29K | Sell |
350
-125
| -26% | -$10.4K | 0.01% | 313 |
|
2014
Q3 | $36K | Sell |
475
-75
| -14% | -$5.68K | 0.01% | 299 |
|
2014
Q2 | $42K | Hold |
550
| – | – | 0.02% | 292 |
|
2014
Q1 | $42K | Hold |
550
| – | – | 0.02% | 295 |
|
2013
Q4 | $48K | Sell |
550
-150
| -21% | -$13.1K | 0.02% | 276 |
|
2013
Q3 | $61K | Sell |
700
-100
| -13% | -$8.71K | 0.03% | 246 |
|
2013
Q2 | $58K | Buy |
+800
| New | +$58K | 0.03% | 247 |
|