EverSource Wealth Advisors’s Western Midstream Partners WES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.7K | Hold |
1,800
| – | – | ﹤0.01% | 1395 |
|
|
2025
Q1 | $73.7K | Hold |
1,800
| – | – | ﹤0.01% | 1041 |
|
|
2024
Q4 | $69.2K | Hold |
1,800
| – | – | ﹤0.01% | 1043 |
|
|
2024
Q3 | $68.9K | Hold |
1,800
| – | – | ﹤0.01% | 928 |
|
|
2024
Q2 | $73.7K | Buy |
+1,800
| New | +$73.7K | ﹤0.01% | 921 |
|
|
2023
Q3 | – | Sell |
-4,152
| Closed | -$110K | – | 2687 |
|
|
2023
Q2 | $110K | Hold |
4,152
| – | – | 0.01% | 549 |
|
|
2023
Q1 | $109K | Hold |
4,152
| – | – | 0.01% | 513 |
|
|
2022
Q4 | $111K | Hold |
4,152
| – | – | 0.02% | 477 |
|
|
2022
Q3 | $104K | Buy |
+4,152
| New | +$104K | 0.02% | 422 |
|