WES
Creative Planning’s Western Gas Partners Lp WES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-55,890
| Closed | -$2.36M | – | 1964 |
|
|
2018
Q4 | $2.36M | Sell |
55,890
-16,317
| -23% | -$689K | 0.01% | 391 |
|
|
2018
Q3 | $3.15M | Sell |
72,207
-1,659
| -2% | -$72.5K | 0.01% | 371 |
|
|
2018
Q2 | $3.57M | Sell |
73,866
-26,178
| -26% | -$1.27M | 0.01% | 333 |
|
|
2018
Q1 | $4.27M | Sell |
100,044
-255,659
| -72% | -$10.9M | 0.02% | 284 |
|
|
2017
Q4 | $17.1M | Buy |
355,703
+12,182
| +4% | +$586K | 0.07% | 102 |
|
|
2017
Q3 | $17.6M | Buy |
343,521
+99,893
| +41% | +$5.12M | 0.08% | 98 |
|
|
2017
Q2 | $13.6M | Buy |
243,628
+62,426
| +34% | +$3.49M | 0.07% | 111 |
|
|
2017
Q1 | $11M | Buy |
181,202
+45,043
| +33% | +$2.72M | 0.06% | 118 |
|
|
2016
Q4 | $8M | Buy |
136,159
+6,573
| +5% | +$386K | 0.05% | 156 |
|
|
2016
Q3 | $7.13M | Buy |
129,586
+35,503
| +38% | +$1.95M | 0.05% | 160 |
|
|
2016
Q2 | $4.74M | Buy |
94,083
+13,879
| +17% | +$700K | 0.03% | 174 |
|
|
2016
Q1 | $3.48M | Buy |
80,204
+48,488
| +153% | +$2.11M | 0.03% | 202 |
|
|
2015
Q4 | $1.51M | Buy |
31,716
+8,258
| +35% | +$392K | 0.01% | 383 |
|
|
2015
Q3 | $1.1M | Buy |
+23,458
| New | +$1.1M | 0.01% | 446 |
|
|
2015
Q2 | – | Sell |
-700
| Closed | -$46K | – | 4134 |
|
|
2015
Q1 | $46K | Sell |
700
-1,362
| -66% | -$89.5K | ﹤0.01% | 2075 |
|
|
2014
Q4 | $151K | Sell |
2,062
-720
| -26% | -$52.7K | ﹤0.01% | 1300 |
|
|
2014
Q3 | $209K | Sell |
2,782
-839
| -23% | -$63K | ﹤0.01% | 1036 |
|
|
2014
Q2 | $277K | Buy |
3,621
+1,441
| +66% | +$110K | ﹤0.01% | 871 |
|
|
2014
Q1 | $144K | Buy |
2,180
+351
| +19% | +$23.2K | ﹤0.01% | 1169 |
|
|
2013
Q4 | $113K | Hold |
1,829
| – | – | ﹤0.01% | 1135 |
|
|
2013
Q3 | $110K | Buy |
1,829
+163
| +10% | +$9.8K | ﹤0.01% | 1068 |
|
|
2013
Q2 | $108K | Buy |
+1,666
| New | +$108K | ﹤0.01% | 944 |
|