WFG Advisors’s Andeavor ANDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-600
| Closed | -$49K | – | 1716 |
|
|
2017
Q1 | $49K | Hold |
600
| – | – | 0.01% | 661 |
|
|
2016
Q4 | $52K | Hold |
600
| – | – | 0.01% | 713 |
|
|
2016
Q3 | $48K | Buy |
600
+347
| +137% | +$27.8K | 0.01% | 725 |
|
|
2016
Q2 | $19K | Buy |
253
+250
| +8,333% | +$18.8K | 0.01% | 933 |
|
|
2016
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1745 |
|
|
2014
Q2 | – | Sell |
-3,730
| Closed | -$189K | – | 2093 |
|
|
2014
Q1 | $189K | Buy |
3,730
+2,730
| +273% | +$138K | 0.04% | 449 |
|
|
2013
Q4 | $59K | Hold |
1,000
| – | – | 0.01% | 937 |
|
|
2013
Q3 | $44K | Sell |
1,000
-60
| -6% | -$2.64K | 0.01% | 982 |
|
|
2013
Q2 | $55K | Buy |
+1,060
| New | +$55K | 0.01% | 852 |
|