Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $48K | Hold |
2,320
| – | – | 0.01% | 694 |
|
|
2021
Q2 | $49K | Hold |
2,320
| – | – | 0.01% | 591 |
|
|
2021
Q1 | $42K | Hold |
2,320
| – | – | 0.01% | 542 |
|
|
2020
Q4 | $32K | Sell |
2,320
-2,475
| -52% | -$34.1K | 0.01% | 543 |
|
|
2020
Q3 | $37K | Hold |
4,795
| – | – | 0.01% | 425 |
|
|
2020
Q2 | $47K | Sell |
4,795
-5,747
| -55% | -$56.3K | 0.01% | 338 |
|
|
2020
Q1 | $33K | Sell |
10,542
-6,528
| -38% | -$20.4K | 0.01% | 374 |
|
|
2019
Q4 | $335K | Buy |
17,070
+786
| +5% | +$15.4K | 0.1% | 97 |
|
|
2019
Q3 | $404K | Buy |
16,284
+3,148
| +24% | +$78.1K | 0.13% | 79 |
|
|
2019
Q2 | $402K | Buy |
13,136
+312
| +2% | +$9.55K | 0.13% | 77 |
|
|
2019
Q1 | $401K | Buy |
12,824
+2,399
| +23% | +$75K | 0.13% | 74 |
|
|
2018
Q4 | $289K | Buy |
10,425
+1,150
| +12% | +$31.9K | 0.11% | 83 |
|
|
2018
Q3 | $278K | Buy |
9,275
+1,025
| +12% | +$30.7K | 0.12% | 83 |
|
|
2018
Q2 | $295K | Hold |
8,250
| – | – | 0.1% | 85 |
|
|
2018
Q1 | $273K | Buy |
8,250
+175
| +2% | +$5.79K | 0.1% | 83 |
|
|
2017
Q4 | $300K | Buy |
+8,075
| New | +$300K | 0.1% | 75 |
|