Aveo Capital Partners’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-36,095
| Closed | -$1.28M | – | 374 |
|
|
2024
Q1 | $1.28M | Sell |
36,095
-3,450
| -9% | -$123K | 0.14% | 122 |
|
|
2023
Q4 | $1.16M | Sell |
39,545
-1,300
| -3% | -$38K | 0.14% | 119 |
|
|
2023
Q3 | $1.11M | Sell |
40,845
-1,150
| -3% | -$31.3K | 0.15% | 119 |
|
|
2023
Q2 | $1.11M | Sell |
41,995
-450
| -1% | -$11.9K | 0.14% | 120 |
|
|
2023
Q1 | $1.12M | Sell |
42,445
-4,300
| -9% | -$113K | 0.15% | 107 |
|
|
2022
Q4 | $1.26M | Buy |
46,745
+1,875
| +4% | +$50.3K | 0.19% | 99 |
|
|
2022
Q3 | $1.13M | Buy |
44,870
+450
| +1% | +$11.3K | 0.19% | 94 |
|
|
2022
Q2 | $1.08M | Buy |
44,420
+100
| +0.2% | +$2.43K | 0.18% | 110 |
|
|
2022
Q1 | $1.12M | Buy |
44,320
+750
| +2% | +$18.9K | 0.2% | 100 |
|
|
2021
Q4 | $970K | Hold |
43,570
| – | – | 0.17% | 114 |
|
|
2021
Q3 | $913K | Buy |
43,570
+1,100
| +3% | +$23.1K | 0.19% | 106 |
|
|
2021
Q2 | $910K | Sell |
42,470
-11,400
| -21% | -$244K | 0.2% | 109 |
|
|
2021
Q1 | $1M | Buy |
+53,870
| New | +$1M | 0.25% | 86 |
|
|
2020
Q4 | – | Sell |
-75,120
| Closed | -$601K | – | 188 |
|
|
2020
Q3 | $601K | Buy |
+75,120
| New | +$601K | 0.22% | 93 |
|
|
2020
Q2 | – | Sell |
-33,995
| Closed | -$110K | – | 159 |
|
|
2020
Q1 | $110K | Buy |
33,995
+8,950
| +36% | +$29K | 0.05% | 149 |
|
|
2019
Q4 | $493K | Buy |
25,045
+2,950
| +13% | +$58.1K | 0.2% | 110 |
|
|
2019
Q3 | $494K | Buy |
22,095
+6,350
| +40% | +$142K | 0.2% | 101 |
|
|
2019
Q2 | $479K | Hold |
15,745
| – | – | 0.21% | 102 |
|
|
2019
Q1 | $494K | Buy |
15,745
+1,800
| +13% | +$56.5K | 0.23% | 91 |
|
|
2018
Q4 | $387K | Hold |
13,945
| – | – | 0.19% | 79 |
|
|
2018
Q3 | $437K | Buy |
13,945
+1,200
| +9% | +$37.6K | 0.2% | 82 |
|
|
2018
Q2 | $456K | Buy |
12,745
+1,200
| +10% | +$42.9K | 0.2% | 77 |
|
|
2018
Q1 | $382K | Buy |
11,545
+850
| +8% | +$28.1K | 0.16% | 90 |
|
|
2017
Q4 | $397K | Hold |
10,695
| – | – | 0.13% | 84 |
|
|
2017
Q3 | $440K | Buy |
10,695
+800
| +8% | +$32.9K | 0.15% | 71 |
|
|
2017
Q2 | $426K | Buy |
9,895
+1,250
| +14% | +$53.8K | 0.15% | 71 |
|
|
2017
Q1 | $399K | Sell |
8,645
-1,250
| -13% | -$57.7K | 0.15% | 72 |
|
|
2016
Q4 | $419K | Buy |
+9,895
| New | +$419K | 0.12% | 111 |
|