EWM
ANDV
Evercore Wealth Management’s Andeavor ANDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,135
| Closed | -$1.25M | – | 431 |
|
|
2018
Q3 | $1.25M | Buy |
8,135
+325
| +4% | +$49.9K | 0.04% | 176 |
|
|
2018
Q2 | $1.03M | Hold |
7,810
| – | – | 0.04% | 196 |
|
|
2018
Q1 | $785K | Buy |
7,810
+7,292
| +1,408% | +$733K | 0.03% | 201 |
|
|
2017
Q4 | $59K | Hold |
518
| – | – | ﹤0.01% | 557 |
|
|
2017
Q3 | $53K | Hold |
518
| – | – | ﹤0.01% | 569 |
|
|
2017
Q2 | $48K | Buy |
518
+184
| +55% | +$17.1K | ﹤0.01% | 582 |
|
|
2017
Q1 | $27K | Hold |
334
| – | – | ﹤0.01% | 711 |
|
|
2016
Q4 | $29K | Sell |
334
-1,889
| -85% | -$164K | ﹤0.01% | 704 |
|
|
2016
Q3 | $177K | Buy |
2,223
+242
| +12% | +$19.3K | 0.01% | 398 |
|
|
2016
Q2 | $148K | Buy |
1,981
+1,132
| +133% | +$84.6K | 0.01% | 410 |
|
|
2016
Q1 | $73K | Buy |
849
+340
| +67% | +$29.2K | ﹤0.01% | 505 |
|
|
2015
Q4 | $54K | Buy |
+509
| New | +$54K | ﹤0.01% | 581 |
|
|
2015
Q3 | – | Sell |
-10,000
| Closed | -$844K | – | 1087 |
|
|
2015
Q2 | $844K | Hold |
10,000
| – | – | 0.04% | 215 |
|
|
2015
Q1 | $912K | Buy |
+10,000
| New | +$912K | 0.04% | 197 |
|
|
2013
Q3 | – | Sell |
-20,000
| Closed | -$1.05M | – | 1018 |
|
|
2013
Q2 | $1.05M | Buy |
+20,000
| New | +$1.05M | 0.06% | 206 |
|