B. Riley Wealth Advisors’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 |
-28,875
| Closed | -$1.15M | – | 1440 |
|
|
2024
Q2 | $1.15M | Sell |
28,875
-5,234
| -15% | -$208K | 0.03% | 491 |
|
|
2024
Q1 | $929K | Buy |
34,109
+554
| +2% | +$15.1K | 0.03% | 546 |
|
|
2023
Q4 | $982K | Sell |
33,555
-554
| -2% | -$16.2K | 0.03% | 534 |
|
|
2023
Q3 | $929K | Sell |
34,109
-1,745
| -5% | -$47.5K | 0.03% | 546 |
|
|
2023
Q2 | $951K | Hold |
35,854
| – | – | 0.02% | 591 |
|
|
2023
Q1 | $945K | Sell |
35,854
-192
| -0.5% | -$5.06K | 0.03% | 553 |
|
|
2022
Q4 | $968K | Hold |
36,046
| – | – | 0.03% | 549 |
|
|
2022
Q3 | $907K | Buy |
+36,046
| New | +$907K | 0.03% | 532 |
|