Diversified Trust’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $704K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $265K | Hold |
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|
2021
Q4 | $234K | Hold |
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|
2021
Q3 | $220K | Buy |
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|
2021
Q2 | $220K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q3 | $97K | Sell |
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|
2020
Q2 | $156K | Buy |
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|
2020
Q1 | $33K | Sell |
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|
2019
Q4 | $358K | Sell |
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|
2019
Q3 | $954K | Sell |
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|
2019
Q2 | $1.41M | Buy |
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|
2019
Q1 | $1.29M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $209K | Sell |
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|
2016
Q2 | $396K | Hold |
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|
2016
Q1 | $369K | Sell |
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|
2015
Q4 | $407K | Sell |
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|
2015
Q3 | $527K | Hold |
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|
2015
Q2 | $802K | Sell |
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|
2015
Q1 | $829K | Sell |
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|
2014
Q4 | $874K | Buy |
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|
2014
Q2 | $1.01M | Buy |
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