PWAG
ANDV
Polaris Wealth Advisory Group’s Andeavor ANDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-94,220
| Closed | -$9.93M | – | 157 |
|
|
2015
Q4 | $9.93M | Buy |
94,220
+19,559
| +26% | +$2.06M | 1.6% | 27 |
|
|
2015
Q3 | $7.26M | Buy |
+74,661
| New | +$7.26M | 1.49% | 29 |
|
|
2013
Q3 | – | Sell |
-13,820
| Closed | -$723K | – | 171 |
|
|
2013
Q2 | $723K | Buy |
+13,820
| New | +$723K | 0.29% | 41 |
|