Homrich & Berg’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 |
-9,995
| Closed | -$422K | – | 334 |
|
2018
Q4 | $422K | Sell |
9,995
-1,104
| -10% | -$46.6K | 0.02% | 204 |
|
2018
Q3 | $485K | Sell |
11,099
-462
| -4% | -$20.2K | 0.03% | 206 |
|
2018
Q2 | $559K | Sell |
11,561
-781
| -6% | -$37.8K | 0.04% | 183 |
|
2018
Q1 | $527K | Sell |
12,342
-331
| -3% | -$14.1K | 0.04% | 203 |
|
2017
Q4 | $609K | Sell |
12,673
-3,021
| -19% | -$145K | 0.04% | 184 |
|
2017
Q3 | $805K | Buy |
15,694
+690
| +5% | +$35.4K | 0.06% | 135 |
|
2017
Q2 | $839K | Sell |
15,004
-3,091
| -17% | -$173K | 0.07% | 115 |
|
2017
Q1 | $1.09M | Buy |
18,095
+6,110
| +51% | +$369K | 0.09% | 87 |
|
2016
Q4 | $704K | Buy |
11,985
+2,261
| +23% | +$133K | 0.06% | 121 |
|
2016
Q3 | $535K | Buy |
9,724
+3,723
| +62% | +$205K | 0.05% | 140 |
|
2016
Q2 | $302K | Sell |
6,001
-15,345
| -72% | -$772K | 0.03% | 199 |
|
2016
Q1 | $927K | Buy |
21,346
+3,330
| +18% | +$145K | 0.09% | 86 |
|
2015
Q4 | $856K | Buy |
18,016
+6,164
| +52% | +$293K | 0.08% | 91 |
|
2015
Q3 | $555K | Buy |
11,852
+1,258
| +12% | +$58.9K | 0.06% | 120 |
|
2015
Q2 | $671K | Buy |
10,594
+570
| +6% | +$36.1K | 0.07% | 112 |
|
2015
Q1 | $660K | Hold |
10,024
| – | – | 0.06% | 121 |
|
2014
Q4 | $732K | Hold |
10,024
| – | – | 0.07% | 112 |
|
2014
Q3 | $752K | Hold |
10,024
| – | – | 0.08% | 112 |
|
2014
Q2 | $767K | Hold |
10,024
| – | – | 0.09% | 94 |
|
2014
Q1 | $663K | Hold |
10,024
| – | – | 0.09% | 107 |
|
2013
Q4 | $618K | Sell |
10,024
-984
| -9% | -$60.7K | 0.09% | 105 |
|
2013
Q3 | $662K | Buy |
+11,008
| New | +$662K | 0.1% | 90 |
|