CWA
WES
Cypress Wealth Advisors’s Western Gas Partners Lp WES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $2.49M | Buy |
79,475
+66,840
| +529% | +$2.1M | 2.85% | 9 |
|
|
2018
Q4 | $534K | Sell |
12,635
-15,375
| -55% | -$650K | 0.73% | 42 |
|
|
2018
Q3 | $1.22M | Buy |
28,010
+305
| +1% | +$13.3K | 1.29% | 30 |
|
|
2018
Q2 | $1.34M | Sell |
27,705
-1,300
| -4% | -$62.9K | 1.45% | 26 |
|
|
2018
Q1 | $1.24M | Buy |
29,005
+775
| +3% | +$33.1K | 1.34% | 28 |
|
|
2017
Q4 | $1.36M | Buy |
+28,230
| New | +$1.36M | 1.3% | 29 |
|
|
2017
Q2 | – | Sell |
-13,155
| Closed | -$795K | – | 217 |
|
|
2017
Q1 | $795K | Sell |
13,155
-550
| -4% | -$33.2K | 0.36% | 60 |
|
|
2016
Q4 | $805K | Sell |
13,705
-50
| -0.4% | -$2.94K | 0.37% | 63 |
|
|
2016
Q3 | $757K | Buy |
13,755
+1,600
| +13% | +$88.1K | 0.34% | 64 |
|
|
2016
Q2 | $613K | Buy |
12,155
+725
| +6% | +$36.6K | 0.3% | 77 |
|
|
2016
Q1 | $496K | Buy |
11,430
+1,100
| +11% | +$47.7K | 0.23% | 96 |
|
|
2015
Q4 | $491K | Hold |
10,330
| – | – | 0.25% | 93 |
|
|
2015
Q3 | $484K | Hold |
10,330
| – | – | 0.26% | 91 |
|
|
2015
Q2 | $655K | Buy |
+10,330
| New | +$655K | 0.38% | 66 |
|