Charter Research & Investment Group’s Western Gas Partners Lp WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-30,110
| Closed | -$1.27M | – | 83 |
|
|
2018
Q4 | $1.27M | Sell |
30,110
-450
| -1% | -$19K | 1.61% | 25 |
|
|
2018
Q3 | $1.34M | Hold |
30,560
| – | – | 1.46% | 29 |
|
|
2018
Q2 | $1.48M | Hold |
30,560
| – | – | 1.7% | 25 |
|
|
2018
Q1 | $1.3M | Sell |
30,560
-400
| -1% | -$17.1K | 1.56% | 29 |
|
|
2017
Q4 | $1.49M | Buy |
+30,960
| New | +$1.49M | 1.67% | 28 |
|
|
2016
Q3 | $1.7M | Hold |
30,960
| – | – | 2% | 21 |
|
|
2016
Q2 | $1.56M | Hold |
30,960
| – | – | 1.78% | 23 |
|
|
2016
Q1 | $1.34M | Sell |
30,960
-425
| -1% | -$18.5K | 1.54% | 28 |
|
|
2015
Q4 | $1.49M | Buy |
31,385
+6,575
| +27% | +$313K | 1.73% | 24 |
|
|
2015
Q3 | $1.16M | Sell |
24,810
-6,150
| -20% | -$288K | 1.53% | 26 |
|
|
2015
Q2 | $1.96M | Sell |
30,960
-350
| -1% | -$22.2K | 2.18% | 20 |
|
|
2015
Q1 | $2.06M | Hold |
31,310
| – | – | 2.28% | 20 |
|
|
2014
Q4 | $2.29M | Buy |
+31,310
| New | +$2.29M | 2.5% | 15 |
|