Carroll Financial Associates’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-305
| Closed | -$7K | – | 1723 |
|
|
2019
Q3 | $7K | Sell |
305
-199
| -39% | -$4.57K | ﹤0.01% | 1126 |
|
|
2019
Q2 | $15K | Hold |
504
| – | – | ﹤0.01% | 905 |
|
|
2019
Q1 | $15K | Buy |
504
+305
| +153% | +$9.08K | ﹤0.01% | 832 |
|
|
2018
Q4 | $6K | Hold |
199
| – | – | ﹤0.01% | 1000 |
|
|
2018
Q3 | $5K | Hold |
199
| – | – | ﹤0.01% | 1103 |
|
|
2018
Q2 | $7K | Hold |
199
| – | – | ﹤0.01% | 964 |
|
|
2018
Q1 | $6K | Hold |
199
| – | – | ﹤0.01% | 992 |
|
|
2017
Q4 | $7K | Hold |
199
| – | – | ﹤0.01% | 936 |
|
|
2017
Q3 | $8K | Hold |
199
| – | – | ﹤0.01% | 876 |
|
|
2017
Q2 | $8K | Hold |
199
| – | – | ﹤0.01% | 898 |
|
|
2017
Q1 | $9K | Hold |
199
| – | – | ﹤0.01% | 873 |
|
|
2016
Q4 | $8K | Hold |
199
| – | – | ﹤0.01% | 863 |
|
|
2016
Q3 | $8K | Hold |
199
| – | – | ﹤0.01% | 874 |
|
|
2016
Q2 | $7K | Hold |
199
| – | – | ﹤0.01% | 879 |
|
|
2016
Q1 | $7K | Buy |
+199
| New | +$7K | ﹤0.01% | 844 |
|