EWM
WES
Evercore Wealth Management’s Western Gas Partners Lp WES Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-2,000
| Closed | -$96K | – | 920 |
|
2017
Q4 | $96K | Hold |
2,000
| – | – | ﹤0.01% | 470 |
|
2017
Q3 | $103K | Hold |
2,000
| – | – | ﹤0.01% | 459 |
|
2017
Q2 | $112K | Hold |
2,000
| – | – | ﹤0.01% | 446 |
|
2017
Q1 | $121K | Sell |
2,000
-625
| -24% | -$37.8K | ﹤0.01% | 445 |
|
2016
Q4 | $154K | Buy |
2,625
+625
| +31% | +$36.7K | 0.01% | 419 |
|
2016
Q3 | $110K | Hold |
2,000
| – | – | ﹤0.01% | 464 |
|
2016
Q2 | $101K | Hold |
2,000
| – | – | ﹤0.01% | 459 |
|
2016
Q1 | $87K | Sell |
2,000
-1,000
| -33% | -$43.5K | ﹤0.01% | 475 |
|
2015
Q4 | $143K | Hold |
3,000
| – | – | 0.01% | 436 |
|
2015
Q3 | $141K | Sell |
3,000
-20,000
| -87% | -$940K | 0.01% | 441 |
|
2015
Q2 | $1.46M | Hold |
23,000
| – | – | 0.07% | 161 |
|
2015
Q1 | $1.52M | Hold |
23,000
| – | – | 0.07% | 157 |
|
2014
Q4 | $1.68M | Hold |
23,000
| – | – | 0.08% | 135 |
|
2014
Q3 | $1.73M | Hold |
23,000
| – | – | 0.09% | 147 |
|
2014
Q2 | $1.76M | Buy |
23,000
+22,000
| +2,200% | +$1.68M | 0.09% | 143 |
|
2014
Q1 | $66K | Hold |
1,000
| – | – | ﹤0.01% | 552 |
|
2013
Q4 | $62K | Hold |
1,000
| – | – | ﹤0.01% | 532 |
|
2013
Q3 | $60K | Hold |
1,000
| – | – | ﹤0.01% | 556 |
|
2013
Q2 | $65K | Buy |
+1,000
| New | +$65K | ﹤0.01% | 537 |
|