Mosaic Family Wealth’s Anadarko Petroleum APC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-575
| Closed | -$26K | – | 687 |
|
2019
Q1 | $26K | Hold |
575
| – | – | 0.01% | 408 |
|
2018
Q4 | $25K | Buy |
575
+154
| +37% | +$6.7K | 0.01% | 404 |
|
2018
Q3 | $23K | Hold |
421
| – | – | 0.01% | 425 |
|
2018
Q2 | $31K | Hold |
421
| – | – | 0.01% | 380 |
|
2018
Q1 | $25K | Sell |
421
-400
| -49% | -$23.8K | 0.01% | 405 |
|
2017
Q4 | $44K | Sell |
821
-2,689
| -77% | -$144K | 0.02% | 345 |
|
2017
Q3 | $171K | Buy |
3,510
+82
| +2% | +$4K | 0.07% | 201 |
|
2017
Q2 | $155K | Sell |
3,428
-316
| -8% | -$14.3K | 0.06% | 206 |
|
2017
Q1 | $232K | Sell |
3,744
-5,630
| -60% | -$349K | 0.1% | 157 |
|
2016
Q4 | $656K | Buy |
9,374
+666
| +8% | +$46.6K | 0.3% | 59 |
|
2016
Q3 | $552K | Buy |
8,708
+410
| +5% | +$26K | 0.26% | 79 |
|
2016
Q2 | $442K | Buy |
8,298
+4,108
| +98% | +$219K | 0.21% | 89 |
|
2016
Q1 | $195K | Buy |
4,190
+512
| +14% | +$23.8K | 0.09% | 147 |
|
2015
Q4 | $178K | Buy |
+3,678
| New | +$178K | 0.08% | 151 |
|