Fieldpoint Private Securities’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $33K | Buy |
1,337
+35
| +3% | +$864 | 0.01% | 553 |
|
2022
Q1 | $33K | Hold |
1,302
| – | – | 0.01% | 697 |
|
2021
Q4 | $29K | Buy |
1,302
+93
| +8% | +$2.07K | 0.01% | 767 |
|
2021
Q3 | $25K | Hold |
1,209
| – | – | 0.01% | 763 |
|
2021
Q2 | $23K | Sell |
1,209
-797
| -40% | -$15.2K | 0.01% | 774 |
|
2021
Q1 | $37K | Sell |
2,006
-10
| -0.5% | -$184 | 0.01% | 638 |
|
2020
Q4 | $28K | Buy |
+2,016
| New | +$28K | 0.01% | 604 |
|
2020
Q1 | – | Sell |
-2,817
| Closed | -$55K | – | 568 |
|
2019
Q4 | $55K | Buy |
2,817
+243
| +9% | +$4.74K | 0.02% | 412 |
|
2019
Q3 | $64K | Sell |
2,574
-461
| -15% | -$11.5K | 0.02% | 357 |
|
2019
Q2 | $93K | Buy |
3,035
+2,018
| +198% | +$61.8K | 0.03% | 339 |
|
2019
Q1 | $32K | Buy |
+1,017
| New | +$32K | 0.01% | 313 |
|
2017
Q4 | – | Sell |
-870
| Closed | -$36K | – | 569 |
|
2017
Q3 | $36K | Buy |
+870
| New | +$36K | 0.02% | 429 |
|