Avidian Wealth Enterprises’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
Q3 | – | Sell |
-5,384
| Closed | -$214K | – | 528 |
|
|
2024
Q2 | $214K | Buy |
+5,384
| New | +$214K | 0.01% | 459 |
|
|
2023
Q2 | – | Sell |
-14,602
| Closed | -$385K | – | 493 |
|
|
2023
Q1 | $385K | Buy |
14,602
+235
| +2% | +$6.2K | 0.02% | 339 |
|
|
2022
Q4 | $386K | Buy |
14,367
+1,233
| +9% | +$33.1K | 0.03% | 314 |
|
|
2022
Q3 | $330K | Buy |
13,134
+1,232
| +10% | +$31K | 0.02% | 307 |
|
|
2022
Q2 | $289K | Buy |
11,902
+223
| +2% | +$5.42K | 0.02% | 358 |
|
|
2022
Q1 | $295K | Buy |
11,679
+139
| +1% | +$3.51K | 0.02% | 383 |
|
|
2021
Q4 | $257K | Buy |
11,540
+658
| +6% | +$14.7K | 0.02% | 433 |
|
|
2021
Q3 | $228K | Buy |
10,882
+673
| +7% | +$14.1K | 0.02% | 339 |
|
|
2021
Q2 | $219K | Buy |
+10,209
| New | +$219K | 0.02% | 350 |
|