Edge Capital Group’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,415
| Closed | -$63.7K | – | 404 |
|
|
2023
Q1 | $63.7K | Sell |
2,415
-7,000
| -74% | -$185K | ﹤0.01% | 354 |
|
|
2022
Q4 | $253K | Buy |
9,415
+7,000
| +290% | +$188K | 0.02% | 256 |
|
|
2022
Q3 | $61K | Hold |
2,415
| – | – | 0.01% | 319 |
|
|
2022
Q2 | $59K | Buy |
+2,415
| New | +$59K | 0.01% | 319 |
|
|
2022
Q1 | – | Sell |
-42,015
| Closed | -$936K | – | 316 |
|
|
2021
Q4 | $936K | Hold |
42,015
| – | – | 0.07% | 151 |
|
|
2021
Q3 | $881K | Hold |
42,015
| – | – | 0.07% | 146 |
|
|
2021
Q2 | $900K | Hold |
42,015
| – | – | 0.07% | 147 |
|
|
2021
Q1 | $781K | Sell |
42,015
-7,015
| -14% | -$130K | 0.07% | 147 |
|
|
2020
Q4 | $678K | Hold |
49,030
| – | – | 0.06% | 151 |
|
|
2020
Q3 | $392K | Hold |
49,030
| – | – | 0.04% | 172 |
|
|
2020
Q2 | $492K | Hold |
49,030
| – | – | 0.05% | 152 |
|
|
2020
Q1 | $159K | Buy |
49,030
+25,390
| +107% | +$82.3K | 0.02% | 202 |
|
|
2019
Q4 | $465K | Buy |
23,640
+14,000
| +145% | +$275K | 0.05% | 173 |
|
|
2019
Q3 | $240K | Sell |
9,640
-2,275
| -19% | -$56.6K | 0.02% | 210 |
|
|
2019
Q2 | $367K | Buy |
11,915
+1,353
| +13% | +$41.7K | 0.04% | 201 |
|
|
2019
Q1 | $331K | Buy |
+10,562
| New | +$331K | 0.03% | 201 |
|