Avalon Investment & Advisory’s Western Midstream Partners WES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$518K Buy
2022
Q4
$336K Hold
2022
Q3
$315K Hold
2022
Q2
$304K Buy
2022
Q1
$297K Buy
2021
Q4
$219K Hold
2021
Q3
$206K Hold
2021
Q2
$211K Buy
2020
Q2
Sell
2020
Q1
$151K Buy
2019
Q4
$393K Sell
2019
Q3
$691K Sell
2019
Q2
$1.47M Buy
2019
Q1
$1.48M Buy