YorkBridge Wealth Partners’s Ansys ANSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-395
| Closed | -$81K | – | 191 |
|
|
2019
Q2 | $81K | Sell |
395
-2
| -0.5% | -$410 | 0.04% | 318 |
|
|
2019
Q1 | $73K | Hold |
397
| – | – | 0.03% | 320 |
|
|
2018
Q4 | $57K | Buy |
397
+127
| +47% | +$18.2K | 0.03% | 319 |
|
|
2018
Q3 | $50K | Hold |
270
| – | – | 0.02% | 356 |
|
|
2018
Q2 | $47K | Hold |
270
| – | – | 0.02% | 367 |
|
|
2018
Q1 | $43K | Hold |
270
| – | – | 0.02% | 382 |
|
|
2017
Q4 | $42K | Hold |
270
| – | – | 0.02% | 390 |
|
|
2017
Q3 | $33K | Sell |
270
-12
| -4% | -$1.47K | 0.02% | 426 |
|
|
2017
Q2 | $34K | Hold |
282
| – | – | 0.02% | 422 |
|
|
2017
Q1 | $31K | Hold |
282
| – | – | 0.02% | 430 |
|
|
2016
Q4 | $27K | Buy |
+282
| New | +$27K | 0.02% | 427 |
|