Concert Wealth Management’s Andeavor ANDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,854
| Closed | -$422K | – | 483 |
|
|
2017
Q1 | $422K | Hold |
4,854
| – | – | 0.1% | 284 |
|
|
2016
Q4 | $422K | Sell |
4,854
-490
| -9% | -$42.6K | 0.09% | 289 |
|
|
2016
Q3 | $428K | Sell |
5,344
-246
| -4% | -$19.7K | 0.05% | 407 |
|
|
2016
Q2 | $416K | Sell |
5,590
-141
| -2% | -$10.5K | 0.06% | 383 |
|
|
2016
Q1 | $495K | Buy |
5,731
+126
| +2% | +$10.9K | 0.07% | 356 |
|
|
2015
Q4 | $596K | Buy |
5,605
+1,806
| +48% | +$192K | 0.08% | 319 |
|
|
2015
Q3 | $368K | Buy |
3,799
+74
| +2% | +$7.17K | 0.05% | 427 |
|
|
2015
Q2 | $312K | Sell |
3,725
-35
| -0.9% | -$2.93K | 0.04% | 479 |
|
|
2015
Q1 | $309K | Sell |
3,760
-940
| -20% | -$77.3K | 0.09% | 288 |
|
|
2014
Q4 | $348K | Buy |
+4,700
| New | +$348K | 0.05% | 410 |
|
|
2014
Q1 | – | Sell |
-5,031
| Closed | -$298K | – | 587 |
|
|
2013
Q4 | $298K | Buy |
5,031
+12
| +0.2% | +$711 | 0.04% | 378 |
|
|
2013
Q3 | $215K | Sell |
5,019
-410
| -8% | -$17.6K | 0.03% | 466 |
|
|
2013
Q2 | $279K | Buy |
+5,429
| New | +$279K | 0.04% | 356 |
|