AWM
WES
Avior Wealth Management’s Western Gas Partners Lp WES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-8,253
| Closed | -$348K | – | 782 |
|
|
2018
Q4 | $348K | Hold |
8,253
| – | – | 0.08% | 222 |
|
|
2018
Q3 | $360K | Buy |
8,253
+492
| +6% | +$21.5K | 0.08% | 233 |
|
|
2018
Q2 | $374K | Buy |
7,761
+826
| +12% | +$39.8K | 0.08% | 214 |
|
|
2018
Q1 | $296K | Hold |
6,935
| – | – | 0.07% | 233 |
|
|
2017
Q4 | $334K | Buy |
6,935
+6,566
| +1,779% | +$316K | 0.07% | 223 |
|
|
2017
Q3 | $19K | Buy |
369
+30
| +9% | +$1.55K | 0.01% | 284 |
|
|
2017
Q2 | $19K | Hold |
339
| – | – | 0.01% | 259 |
|
|
2017
Q1 | $20K | Hold |
339
| – | – | 0.01% | 297 |
|
|
2016
Q4 | $20K | Hold |
339
| – | – | 0.01% | 290 |
|
|
2016
Q3 | $19K | Sell |
339
-21
| -6% | -$1.18K | 0.01% | 300 |
|
|
2016
Q2 | $18K | Hold |
360
| – | – | 0.01% | 293 |
|
|
2016
Q1 | $16K | Hold |
360
| – | – | 0.01% | 312 |
|
|
2015
Q4 | $17K | Buy |
360
+53
| +17% | +$2.5K | 0.01% | 267 |
|
|
2015
Q3 | $14K | Buy |
307
+33
| +12% | +$1.51K | 0.01% | 267 |
|
|
2015
Q2 | $17K | Buy |
+274
| New | +$17K | 0.01% | 227 |
|