Wealthspire Advisors (Maryland)’s Andeavor ANDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-509
| Closed | -$78K | – | 2693 |
|
|
2018
Q3 | $78K | Buy |
509
+4
| +0.8% | +$591 | 0.01% | 796 |
|
|
2018
Q2 | $66K | Buy |
505
+14
| +3% | +$1.84K | 0.01% | 880 |
|
|
2018
Q1 | $49K | Sell |
491
-51
| -9% | -$5.32K | ﹤0.01% | 1001 |
|
|
2017
Q4 | $62K | Sell |
542
-958
| -64% | -$103K | 0.01% | 922 |
|
|
2017
Q3 | $155K | Sell |
1,500
-91
| -6% | -$8.96K | 0.02% | 560 |
|
|
2017
Q2 | $149K | Buy |
1,591
+1,130
| +245% | +$95.3K | 0.02% | 550 |
|
|
2017
Q1 | $37K | Sell |
461
-1,305
| -74% | -$109K | 0.01% | 895 |
|
|
2016
Q4 | $154K | Sell |
1,766
-507
| -22% | -$43K | 0.02% | 446 |
|
|
2016
Q3 | $181K | Buy |
2,273
+1,900
| +509% | +$146K | 0.03% | 410 |
|
|
2016
Q2 | $28K | Buy |
373
+70
| +23% | +$5.55K | ﹤0.01% | 893 |
|
|
2016
Q1 | $26K | Buy |
303
+48
| +19% | +$4.12K | ﹤0.01% | 881 |
|
|
2015
Q4 | $27K | Buy |
+255
| New | +$27.5K | 0.01% | 890 |
|
