Axxcess Wealth Management’s Western Midstream Partners WES Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,300
Closed -$224K 955
2024
Q1
$224K Sell
6,300
-9,000
-59% -$320K 0.01% 772
2023
Q4
$448K Buy
15,300
+3,174
+26% +$92.9K 0.01% 544
2023
Q3
$330K Buy
+12,126
New +$330K 0.01% 575