WLPWM
ANSS
Walled Lake Planning & Wealth Management’s Ansys ANSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-19
| Closed | -$6K | – | 116 |
|
|
2021
Q3 | $6K | Hold |
19
| – | – | ﹤0.01% | 279 |
|
|
2021
Q2 | $7K | Hold |
19
| – | – | ﹤0.01% | 262 |
|
|
2021
Q1 | $6K | Hold |
19
| – | – | ﹤0.01% | 256 |
|
|
2020
Q4 | $7K | Sell |
19
-19
| -50% | -$7K | 0.01% | 229 |
|
|
2020
Q3 | $12K | Hold |
38
| – | – | 0.01% | 205 |
|
|
2020
Q2 | $11K | Hold |
38
| – | – | 0.01% | 190 |
|
|
2020
Q1 | $9K | Hold |
38
| – | – | 0.01% | 191 |
|
|
2019
Q4 | $10K | Buy |
+38
| New | +$10K | 0.01% | 198 |
|