Heritage Trust’s Western Gas Partners Lp WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,500
| Closed | -$63K | – | 472 |
|
|
2018
Q4 | $63K | Hold |
1,500
| – | – | 0.03% | 195 |
|
|
2018
Q3 | $66K | Hold |
1,500
| – | – | 0.02% | 195 |
|
|
2018
Q2 | $73K | Hold |
1,500
| – | – | 0.03% | 176 |
|
|
2018
Q1 | $64K | Hold |
1,500
| – | – | 0.02% | 183 |
|
|
2017
Q4 | $72K | Hold |
1,500
| – | – | 0.03% | 166 |
|
|
2017
Q3 | $77K | Hold |
1,500
| – | – | 0.03% | 165 |
|
|
2017
Q2 | $84K | Hold |
1,500
| – | – | 0.03% | 151 |
|
|
2017
Q1 | $91K | Buy |
+1,500
| New | +$91K | 0.03% | 149 |
|