Blue Trust Inc’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 |
-1,820
| Closed | -$64.7K | – | 3000 |
|
|
2024
Q2 | $64.7K | Hold |
1,820
| – | – | ﹤0.01% | 1149 |
|
|
2024
Q1 | $64.7K | Buy |
1,820
+468
| +35% | +$16.6K | ﹤0.01% | 836 |
|
|
2023
Q4 | $37K | Buy |
1,352
+144
| +12% | +$3.94K | ﹤0.01% | 1045 |
|
|
2023
Q3 | $32K | Buy |
+1,208
| New | +$32K | ﹤0.01% | 1017 |
|
|
2023
Q2 | – | Sell |
-4,698
| Closed | -$126K | – | 2567 |
|
|
2023
Q1 | $126K | Buy |
4,698
+1,116
| +31% | +$29.9K | ﹤0.01% | 697 |
|
|
2022
Q4 | $90K | Buy |
3,582
+2,970
| +485% | +$74.6K | ﹤0.01% | 705 |
|
|
2022
Q3 | $15K | Hold |
612
| – | – | ﹤0.01% | 1214 |
|
|
2022
Q2 | $15K | Buy |
+612
| New | +$15K | ﹤0.01% | 1077 |
|