Clearstead Advisors’s Western Midstream Partners WES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-534
Closed -$14.5K 1648
2023
Q3
$14.5K Buy
+534
New +$14.5K ﹤0.01% 1067
2019
Q2
Sell
-7,751
Closed -$243K 282
2019
Q1
$243K Buy
+7,751
New +$243K 0.03% 234