United Capital Financial Advisors’s Andeavor ANDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-23,185
| Closed | -$3.56M | – | 1407 |
|
|
2018
Q3 | $3.56M | Buy |
23,185
+683
| +3% | +$105K | 0.03% | 496 |
|
|
2018
Q2 | $2.95M | Sell |
22,502
-1,114
| -5% | -$146K | 0.02% | 510 |
|
|
2018
Q1 | $2.38M | Buy |
23,616
+1,250
| +6% | +$126K | 0.02% | 545 |
|
|
2017
Q4 | $2.56M | Sell |
22,366
-2,094
| -9% | -$239K | 0.02% | 534 |
|
|
2017
Q3 | $2.52M | Buy |
24,460
+2,152
| +10% | +$222K | 0.02% | 521 |
|
|
2017
Q2 | $2.09M | Buy |
22,308
+1,014
| +5% | +$94.9K | 0.02% | 559 |
|
|
2017
Q1 | $1.73M | Sell |
21,294
-14
| -0.1% | -$1.14K | 0.02% | 600 |
|
|
2016
Q4 | $1.86M | Sell |
21,308
-10,595
| -33% | -$926K | 0.02% | 580 |
|
|
2016
Q3 | $2.54M | Buy |
31,903
+9,884
| +45% | +$786K | 0.02% | 528 |
|
|
2016
Q2 | $1.65M | Sell |
22,019
-1,787
| -8% | -$134K | 0.02% | 602 |
|
|
2016
Q1 | $2.05M | Sell |
23,806
-558
| -2% | -$48K | 0.02% | 525 |
|
|
2015
Q4 | $2.57M | Sell |
24,364
-65
| -0.3% | -$6.85K | 0.03% | 500 |
|
|
2015
Q3 | $2.38M | Sell |
24,429
-10,211
| -29% | -$993K | 0.03% | 497 |
|
|
2015
Q2 | $2.92M | Buy |
34,640
+1,089
| +3% | +$91.9K | 0.03% | 491 |
|
|
2015
Q1 | $2.88M | Buy |
33,551
+2,390
| +8% | +$205K | 0.04% | 471 |
|
|
2014
Q4 | $2.32M | Buy |
31,161
+19
| +0.1% | +$1.41K | 0.03% | 435 |
|
|
2014
Q3 | $1.9M | Buy |
31,142
+1
| +0% | +$61 | 0.03% | 445 |
|
|
2014
Q2 | $1.83M | Buy |
31,141
+138
| +0.4% | +$8.1K | 0.03% | 434 |
|
|
2014
Q1 | $1.57M | Buy |
+31,003
| New | +$1.57M | 0.03% | 403 |
|
|
2013
Q4 | – | Sell |
-30,397
| Closed | -$1.34M | – | 788 |
|
|
2013
Q3 | $1.34M | Sell |
30,397
-402
| -1% | -$17.7K | 0.04% | 306 |
|
|
2013
Q2 | $1.61M | Buy |
+30,799
| New | +$1.61M | 0.04% | 336 |
|