CIA
Concurrent Investment Advisors’s Western Midstream Partners WES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
6,150
+69
| +1% | +$2.67K | ﹤0.01% | 1174 |
|
|
2025
Q1 | $249K | Buy |
6,081
+20
| +0.3% | +$819 | 0.01% | 1009 |
|
|
2024
Q4 | $233K | Buy |
6,061
+8
| +0.1% | +$307 | 0.01% | 919 |
|
|
2024
Q3 | $232K | Buy |
6,053
+352
| +6% | +$13.5K | 0.01% | 871 |
|
|
2024
Q2 | $227K | Buy |
+5,701
| New | +$227K | 0.01% | 822 |
|