Coppell Advisory Solutions’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16
| Closed | -$622 | – | 1869 |
|
|
2024
Q4 | $622 | Hold |
16
| – | – | ﹤0.01% | 1732 |
|
|
2024
Q3 | $612 | Hold |
16
| – | – | ﹤0.01% | 1641 |
|
|
2024
Q2 | $636 | Buy |
+16
| New | +$636 | ﹤0.01% | 1564 |
|
|
2023
Q4 | $468 | Sell |
16
-20
| -56% | -$585 | ﹤0.01% | 1522 |
|
|
2023
Q3 | $967 | Buy |
36
+20
| +125% | +$537 | ﹤0.01% | 940 |
|
|
2023
Q2 | $422 | Buy |
+16
| New | +$422 | ﹤0.01% | 1247 |
|
|
2023
Q1 | – | Sell |
-36
| Closed | -$967 | – | 1085 |
|
|
2022
Q4 | $967 | Buy |
+36
| New | +$967 | ﹤0.01% | 941 |
|