Kalos Management’s Andeavor ANDV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-6,710
| Closed | -$767K | – | 228 |
|
2017
Q4 | $767K | Buy |
6,710
+676
| +11% | +$77.3K | 0.36% | 80 |
|
2017
Q3 | $622K | Buy |
6,034
+757
| +14% | +$78K | 0.4% | 75 |
|
2017
Q2 | $493K | Buy |
5,277
+511
| +11% | +$47.7K | 0.45% | 68 |
|
2017
Q1 | $386K | Buy |
4,766
+1,269
| +36% | +$103K | 0.27% | 96 |
|
2016
Q4 | $306K | Buy |
+3,497
| New | +$306K | 0.25% | 101 |
|