Friedberg Investment Management’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-15,030
| Closed | -$647K | – | 79 |
|
2017
Q2 | $647K | Sell |
15,030
-1,150
| -7% | -$49.5K | 0.28% | 67 |
|
2017
Q1 | $745K | Buy |
16,180
+9,130
| +130% | +$420K | 0.31% | 73 |
|
2016
Q4 | $298K | Buy |
+7,050
| New | +$298K | 0.14% | 88 |
|
2016
Q1 | – | Sell |
-6,600
| Closed | -$239K | – | 91 |
|
2015
Q4 | $239K | Buy |
6,600
+900
| +16% | +$32.6K | 0.12% | 86 |
|
2015
Q3 | $224K | Sell |
5,700
-1,150
| -17% | -$45.2K | 0.11% | 84 |
|
2015
Q2 | $411K | Buy |
6,850
+2,680
| +64% | +$161K | 0.16% | 90 |
|
2015
Q1 | $250K | Sell |
4,170
-1,300
| -24% | -$77.9K | 0.09% | 97 |
|
2014
Q4 | $329K | Buy |
+5,470
| New | +$329K | 0.13% | 92 |
|