EWA
ANDV
EP Wealth Advisors’s Andeavor ANDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-86,087
| Closed | -$13.2M | – | 307 |
|
|
2018
Q3 | $13.2M | Sell |
86,087
-4,987
| -5% | -$765K | 1.03% | 30 |
|
|
2018
Q2 | $11.9M | Sell |
91,074
-6,080
| -6% | -$798K | 1.13% | 28 |
|
|
2018
Q1 | $9.77M | Buy |
97,154
+4,666
| +5% | +$469K | 0.94% | 32 |
|
|
2017
Q4 | $10.6M | Buy |
92,488
+2,950
| +3% | +$337K | 1.12% | 30 |
|
|
2017
Q3 | $9.24M | Buy |
+89,538
| New | +$9.24M | 1.07% | 29 |
|
|
2017
Q2 | – | Sell |
-80,509
| Closed | -$6.53M | – | 198 |
|
|
2017
Q1 | $6.53M | Buy |
80,509
+16,856
| +26% | +$1.37M | 0.9% | 38 |
|
|
2016
Q4 | $5.07M | Buy |
+63,653
| New | +$5.07M | 0.74% | 41 |
|