Charter Research & Investment Group’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-27,672
| Closed | -$221K | – | 81 |
|
|
2020
Q3 | $221K | Sell |
27,672
-878
| -3% | -$7.01K | 0.24% | 70 |
|
|
2020
Q2 | $287K | Sell |
28,550
-2,442
| -8% | -$24.5K | 0.33% | 67 |
|
|
2020
Q1 | $100K | Sell |
30,992
-12,963
| -29% | -$41.8K | 0.13% | 71 |
|
|
2019
Q4 | $865K | Sell |
43,955
-1,450
| -3% | -$28.5K | 0.88% | 36 |
|
|
2019
Q3 | $1.13M | Hold |
45,405
| – | – | 1.22% | 32 |
|
|
2019
Q2 | $1.4M | Sell |
45,405
-534
| -1% | -$16.4K | 1.55% | 26 |
|
|
2019
Q1 | $1.44M | Buy |
+45,939
| New | +$1.44M | 1.59% | 23 |
|