SWM
ANSS
Selective Wealth Management’s Ansys ANSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-28
| Closed | -$6K | – | 155 |
|
|
2022
Q3 | $6K | Hold |
28
| – | – | ﹤0.01% | 567 |
|
|
2022
Q2 | $7K | Sell |
28
-7
| -20% | -$1.75K | ﹤0.01% | 593 |
|
|
2022
Q1 | $11K | Hold |
35
| – | – | ﹤0.01% | 523 |
|
|
2021
Q4 | $14K | Hold |
35
| – | – | 0.01% | 446 |
|
|
2021
Q3 | $12K | Hold |
35
| – | – | 0.01% | 408 |
|
|
2021
Q2 | $12K | Buy |
35
+7
| +25% | +$2.4K | 0.01% | 316 |
|
|
2021
Q1 | $10K | Hold |
28
| – | – | 0.01% | 249 |
|
|
2020
Q4 | $10K | Hold |
28
| – | – | 0.01% | 241 |
|
|
2020
Q3 | $9K | Hold |
28
| – | – | 0.01% | 206 |
|
|
2020
Q2 | $8K | Hold |
28
| – | – | 0.01% | 252 |
|
|
2020
Q1 | $7K | Hold |
28
| – | – | 0.01% | 172 |
|
|
2019
Q4 | $7K | Hold |
28
| – | – | 0.01% | 182 |
|
|
2019
Q3 | $6K | Buy |
+28
| New | +$6K | 0.01% | 200 |
|