CWA
Cypress Wealth Advisors’s Western Midstream Partners WES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-49,600
| Closed | -$1.38M | – | 84 |
|
|
2018
Q4 | $1.38M | Sell |
49,600
-250
| -0.5% | -$6.93K | 1.89% | 17 |
|
|
2018
Q3 | $1.49M | Buy |
49,850
+850
| +2% | +$25.5K | 1.57% | 25 |
|
|
2018
Q2 | $1.75M | Sell |
49,000
-9,275
| -16% | -$332K | 1.9% | 18 |
|
|
2018
Q1 | $1.93M | Buy |
58,275
+1,500
| +3% | +$49.7K | 2.09% | 13 |
|
|
2017
Q4 | $2.11M | Buy |
+56,775
| New | +$2.11M | 2.02% | 14 |
|
|
2017
Q3 | – | Sell |
-5,400
| Closed | -$232K | – | 79 |
|
|
2017
Q2 | $232K | Sell |
5,400
-21,050
| -80% | -$904K | 0.27% | 68 |
|
|
2017
Q1 | $1.22M | Sell |
26,450
-1,800
| -6% | -$83K | 0.56% | 43 |
|
|
2016
Q4 | $1.2M | Sell |
28,250
-150
| -0.5% | -$6.35K | 0.55% | 47 |
|
|
2016
Q3 | $1.21M | Buy |
28,400
+4,600
| +19% | +$196K | 0.54% | 47 |
|
|
2016
Q2 | $910K | Buy |
23,800
+1,450
| +6% | +$55.4K | 0.45% | 55 |
|
|
2016
Q1 | $797K | Buy |
22,350
+550
| +3% | +$19.6K | 0.36% | 54 |
|
|
2015
Q4 | $791K | Buy |
21,800
+275
| +1% | +$9.98K | 0.4% | 54 |
|
|
2015
Q3 | $849K | Buy |
21,525
+325
| +2% | +$12.8K | 0.46% | 49 |
|
|
2015
Q2 | $1.27M | Buy |
+21,200
| New | +$1.27M | 0.74% | 40 |
|