AWM
Avior Wealth Management’s Western Midstream Partners WES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-18,004
| Closed | -$144K | – | 1107 |
|
|
2020
Q3 | $144K | Sell |
18,004
-1,141
| -6% | -$9.13K | 0.02% | 406 |
|
|
2020
Q2 | $192K | Buy |
19,145
+10,576
| +123% | +$106K | 0.03% | 385 |
|
|
2020
Q1 | $27K | Sell |
8,569
-3,681
| -30% | -$11.6K | 0.01% | 493 |
|
|
2019
Q4 | $241K | Sell |
12,250
-1,776
| -13% | -$34.9K | 0.04% | 350 |
|
|
2019
Q3 | $349K | Sell |
14,026
-813
| -5% | -$20.2K | 0.06% | 264 |
|
|
2019
Q2 | $457K | Buy |
+14,839
| New | +$457K | 0.08% | 224 |
|
|
2019
Q1 | – | Sell |
-2,176
| Closed | -$60K | – | 728 |
|
|
2018
Q4 | $60K | Buy |
2,176
+1,270
| +140% | +$35K | 0.01% | 460 |
|
|
2018
Q3 | $27K | Hold |
906
| – | – | 0.01% | 526 |
|
|
2018
Q2 | $32K | Hold |
906
| – | – | 0.01% | 511 |
|
|
2018
Q1 | $30K | Hold |
906
| – | – | 0.01% | 519 |
|
|
2017
Q4 | $34K | Buy |
906
+852
| +1,578% | +$32K | 0.01% | 508 |
|
|
2017
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 469 |
|
|
2017
Q2 | $2K | Hold |
54
| – | – | ﹤0.01% | 419 |
|
|
2017
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 461 |
|
|
2016
Q4 | $2K | Hold |
54
| – | – | ﹤0.01% | 462 |
|
|
2016
Q3 | $2K | Sell |
54
-61
| -53% | -$2.26K | ﹤0.01% | 430 |
|
|
2016
Q2 | $4K | Hold |
115
| – | – | ﹤0.01% | 394 |
|
|
2016
Q1 | $4K | Hold |
115
| – | – | ﹤0.01% | 409 |
|
|
2015
Q4 | $4K | Hold |
115
| – | – | ﹤0.01% | 381 |
|
|
2015
Q3 | $5K | Hold |
115
| – | – | ﹤0.01% | 327 |
|
|
2015
Q2 | $7K | Buy |
+115
| New | +$7K | 0.01% | 295 |
|