WAM
ANCX
Wealthspire Advisors (Maryland)’s Access National Corporation ANCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-404,926
| Closed | -$8.64M | – | 2683 |
|
|
2018
Q4 | $8.64M | Sell |
404,926
-343
| -0.1% | -$7.32K | 0.77% | 26 |
|
|
2018
Q3 | $11M | Sell |
405,269
-3,790
| -0.9% | -$103K | 0.91% | 17 |
|
|
2018
Q2 | $11.7M | Sell |
409,059
-110,901
| -21% | -$3.17M | 1.06% | 16 |
|
|
2018
Q1 | $14.8M | Sell |
519,960
-117,537
| -18% | -$3.35M | 1.4% | 15 |
|
|
2017
Q4 | $17.7M | Sell |
637,497
-39,908
| -6% | -$1.11M | 1.73% | 12 |
|
|
2017
Q3 | $19.4M | Buy |
677,405
+18,387
| +3% | +$527K | 2.12% | 9 |
|
|
2017
Q2 | $17.5M | Buy |
+659,018
| New | +$17.5M | 2.07% | 9 |
|