B. Riley Wealth Management’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $966 | Buy |
+39,749
| New | +$966 | ﹤0.01% | 300 |
|
|
2015
Q3 | – | Sell |
-501
| Closed | -$30K | – | 752 |
|
|
2015
Q2 | $30K | Sell |
501
-219
| -30% | -$13.1K | 0.02% | 528 |
|
|
2015
Q1 | $43K | Hold |
720
| – | – | 0.03% | 434 |
|
|
2014
Q4 | $43K | Sell |
720
-2,280
| -76% | -$136K | 0.04% | 413 |
|
|
2014
Q3 | $182K | Buy |
3,000
+115
| +4% | +$6.98K | 0.14% | 208 |
|
|
2014
Q2 | $180K | Buy |
2,885
+2,643
| +1,092% | +$165K | 0.12% | 240 |
|
|
2014
Q1 | $12K | Buy |
+242
| New | +$12K | 0.01% | 729 |
|