J.P. Morgan Private Wealth Advisors’s Andeavor ANDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-8,466
| Closed | -$686K | – | 1398 |
|
|
2017
Q1 | $686K | Buy |
8,466
+5,826
| +221% | +$472K | 0.01% | 751 |
|
|
2016
Q4 | $231K | Buy |
+2,640
| New | +$231K | ﹤0.01% | 1110 |
|
|
2016
Q2 | – | Sell |
-7,779
| Closed | -$669K | – | 1345 |
|
|
2016
Q1 | $669K | Buy |
7,779
+4,493
| +137% | +$386K | 0.01% | 663 |
|
|
2015
Q4 | $346K | Buy |
3,286
+385
| +13% | +$40.5K | ﹤0.01% | 813 |
|
|
2015
Q3 | $282K | Sell |
2,901
-470
| -14% | -$45.7K | ﹤0.01% | 814 |
|
|
2015
Q2 | $285K | Buy |
3,371
+418
| +14% | +$35.3K | ﹤0.01% | 865 |
|
|
2015
Q1 | $270K | Buy |
+2,953
| New | +$270K | ﹤0.01% | 929 |
|
|
2014
Q3 | – | Sell |
-3,674
| Closed | -$216K | – | 1115 |
|
|
2014
Q2 | $216K | Buy |
+3,674
| New | +$216K | ﹤0.01% | 804 |
|