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CFA
Carroll Financial Associates’s
Western Midstream Partners
WES
Stock Holding History
Carroll Financial Associates’s Portfolio
WES Stock Details
WES Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q4
–
Sell
-305
Closed
-$7K
–
1723
2019
Q3
$7K
Sell
305
-199
-39%
-$5.29K
﹤0.01%
1126
2019
Q2
$15K
Hold
504
–
–
﹤0.01%
905
2019
Q1
$15K
Buy
504
+305
+153%
+$9.68K
﹤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
+$5.75K
﹤0.01%
844
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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