FirstPurpose Wealth’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $354K | Hold |
9,976
| – | – | 0.13% | 145 |
|
|
2023
Q4 | $292K | Buy |
9,976
+38
| +0.4% | +$1.11K | 0.11% | 157 |
|
|
2023
Q3 | $271K | Hold |
9,938
| – | – | 0.12% | 152 |
|
|
2023
Q2 | $264K | Hold |
9,938
| – | – | 0.11% | 158 |
|
|
2023
Q1 | $262K | Sell |
9,938
-25
| -0.3% | -$659 | 0.13% | 143 |
|
|
2022
Q4 | $268K | Hold |
9,963
| – | – | 0.15% | 134 |
|
|
2022
Q3 | $251K | Hold |
9,963
| – | – | 0.17% | 117 |
|
|
2022
Q2 | $242K | Buy |
9,963
+38
| +0.4% | +$923 | 0.16% | 116 |
|
|
2022
Q1 | $250K | Hold |
9,925
| – | – | 0.19% | 111 |
|
|
2021
Q4 | $221K | Buy |
+9,925
| New | +$221K | 0.14% | 126 |
|