Doliver Advisors’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,598
| Closed | -$200K | – | 303 |
|
|
2018
Q2 | $200K | Buy |
+5,598
| New | +$200K | 0.08% | 224 |
|
|
2018
Q1 | – | Sell |
-5,598
| Closed | -$208K | – | 372 |
|
|
2017
Q4 | $208K | Hold |
5,598
| – | – | 0.08% | 224 |
|
|
2017
Q3 | $231K | Hold |
5,598
| – | – | 0.1% | 191 |
|
|
2017
Q2 | $241K | Buy |
+5,598
| New | +$241K | 0.12% | 195 |
|