CWM
Cedar Wealth Management’s Western Midstream Partners WES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-900
| Closed | -$22K | – | 187 |
|
|
2019
Q3 | $22K | Buy |
900
+290
| +48% | +$7.09K | 0.01% | 118 |
|
|
2019
Q2 | $19K | Hold |
610
| – | – | 0.01% | 137 |
|
|
2019
Q1 | $19K | Buy |
+610
| New | +$19K | 0.01% | 132 |
|
|
2018
Q4 | – | Sell |
-220
| Closed | -$7K | – | 182 |
|
|
2018
Q3 | $7K | Buy |
+220
| New | +$7K | ﹤0.01% | 135 |
|
|
2018
Q1 | – | Sell |
-3,540
| Closed | -$132K | – | 141 |
|
|
2017
Q4 | $132K | Hold |
3,540
| – | – | 0.08% | 70 |
|
|
2017
Q3 | $146K | Hold |
3,540
| – | – | 0.09% | 68 |
|
|
2017
Q2 | $152K | Hold |
3,540
| – | – | 0.1% | 64 |
|
|
2017
Q1 | $163K | Hold |
3,540
| – | – | 0.1% | 61 |
|
|
2016
Q4 | $150K | Buy |
+3,540
| New | +$150K | 0.1% | 62 |
|
|
2016
Q3 | – | Sell |
-3,540
| Closed | -$135K | – | 126 |
|
|
2016
Q2 | $135K | Hold |
3,540
| – | – | 0.09% | 58 |
|
|
2016
Q1 | $126K | Buy |
+3,540
| New | +$126K | 0.09% | 43 |
|