Heritage Wealth Advisors’s Andeavor Logistics LP ANDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-18,455
| Closed | -$1.06M | – | 85 |
|
|
2015
Q2 | $1.06M | Buy |
18,455
+509
| +3% | +$29.2K | 0.88% | 20 |
|
|
2015
Q1 | $965K | Buy |
17,946
+1,324
| +8% | +$71.2K | 0.8% | 20 |
|
|
2014
Q4 | $978K | Buy |
16,622
+6,621
| +66% | +$390K | 0.87% | 19 |
|
|
2014
Q3 | $708K | Buy |
10,001
+227
| +2% | +$16.1K | 0.74% | 26 |
|
|
2014
Q2 | $718K | Sell |
9,774
-73
| -0.7% | -$5.36K | 0.77% | 26 |
|
|
2014
Q1 | $590K | Buy |
+9,847
| New | +$590K | 0.68% | 30 |
|