Icon Wealth Partners’s Andeavor Logistics LP ANDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,764
| Closed | -$209K | – | 178 |
|
|
2019
Q2 | $209K | Sell |
5,764
-1,217
| -17% | -$44.1K | 0.07% | 149 |
|
|
2019
Q1 | $246K | Sell |
6,981
-3,389
| -33% | -$119K | 0.09% | 132 |
|
|
2018
Q4 | $337K | Buy |
10,370
+266
| +3% | +$8.64K | 0.16% | 90 |
|
|
2018
Q3 | $491K | Sell |
10,104
-486
| -5% | -$23.6K | 0.2% | 81 |
|
|
2018
Q2 | $450K | Sell |
10,590
-599
| -5% | -$25.5K | 0.19% | 85 |
|
|
2018
Q1 | $501K | Buy |
11,189
+2,197
| +24% | +$98.4K | 0.27% | 82 |
|
|
2017
Q4 | $415K | Buy |
+8,992
| New | +$415K | 0.21% | 99 |
|