Baldwin Wealth Partners’s Western Gas Partners Lp WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-9,600
| Closed | -$405K | – | 544 |
|
|
2018
Q4 | $405K | Hold |
9,600
| – | – | 0.07% | 131 |
|
|
2018
Q3 | $419K | Hold |
9,600
| – | – | 0.06% | 144 |
|
|
2018
Q2 | $465K | Hold |
9,600
| – | – | 0.07% | 130 |
|
|
2018
Q1 | $410K | Buy |
9,600
+2,000
| +26% | +$85.4K | 0.07% | 137 |
|
|
2017
Q4 | $365K | Buy |
7,600
+1,950
| +35% | +$93.7K | 0.06% | 153 |
|
|
2017
Q3 | $290K | Buy |
5,650
+1,000
| +22% | +$51.3K | 0.05% | 165 |
|
|
2017
Q2 | $260K | Hold |
4,650
| – | – | 0.04% | 172 |
|
|
2017
Q1 | $281K | Hold |
4,650
| – | – | 0.05% | 166 |
|
|
2016
Q4 | $273K | Hold |
4,650
| – | – | 0.05% | 161 |
|
|
2016
Q3 | $256K | Hold |
4,650
| – | – | 0.05% | 163 |
|
|
2016
Q2 | $234K | Hold |
4,650
| – | – | 0.05% | 158 |
|
|
2016
Q1 | $202K | Sell |
4,650
-17,835
| -79% | -$775K | 0.04% | 197 |
|
|
2015
Q4 | $1.07M | Sell |
22,485
-12,528
| -36% | -$596K | 0.17% | 120 |
|
|
2015
Q3 | $1.64M | Sell |
35,013
-355
| -1% | -$16.6K | 0.28% | 81 |
|
|
2015
Q2 | $2.24M | Buy |
35,368
+125
| +0.4% | +$7.92K | 0.33% | 69 |
|
|
2015
Q1 | $2.32M | Buy |
35,243
+6,245
| +22% | +$411K | 0.34% | 70 |
|
|
2014
Q4 | $2.12M | Buy |
28,998
+9,770
| +51% | +$714K | 0.31% | 75 |
|
|
2014
Q3 | $1.44M | Buy |
19,228
+400
| +2% | +$30K | 0.2% | 99 |
|
|
2014
Q2 | $1.44M | Sell |
18,828
-1,185
| -6% | -$90.6K | 0.21% | 95 |
|
|
2014
Q1 | $1.33M | Hold |
20,013
| – | – | 0.21% | 103 |
|
|
2013
Q4 | $1.24M | Sell |
20,013
-2,585
| -11% | -$160K | 0.2% | 109 |
|
|
2013
Q3 | $1.36M | Buy |
22,598
+53
| +0.2% | +$3.19K | 0.25% | 95 |
|
|
2013
Q2 | $1.46M | Buy |
+22,545
| New | +$1.46M | 0.29% | 87 |
|