Icon Wealth Partners’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $289K | Buy |
10,598
+345
| +3% | +$9.39K | 0.03% | 240 |
|
|
2023
Q2 | $272K | Buy |
10,253
+126
| +1% | +$3.34K | 0.03% | 269 |
|
|
2023
Q1 | $267K | Buy |
+10,127
| New | +$267K | 0.03% | 269 |
|
|
2022
Q2 | $275K | Hold |
11,309
| – | – | 0.03% | 258 |
|
|
2022
Q1 | $285K | Buy |
11,309
+1,399
| +14% | +$35.3K | 0.03% | 276 |
|
|
2021
Q4 | $221K | Sell |
9,910
-2,516
| -20% | -$56.1K | 0.02% | 302 |
|
|
2021
Q3 | $260K | Hold |
12,426
| – | – | 0.03% | 300 |
|
|
2021
Q2 | $266K | Buy |
12,426
+546
| +5% | +$11.7K | 0.03% | 314 |
|
|
2021
Q1 | $221K | Buy |
11,880
+395
| +3% | +$7.35K | 0.03% | 312 |
|
|
2020
Q4 | $159K | Buy |
+11,485
| New | +$159K | 0.03% | 271 |
|
|
2020
Q3 | – | Sell |
-11,413
| Closed | -$115K | – | 314 |
|
|
2020
Q2 | $115K | Buy |
+11,413
| New | +$115K | 0.03% | 256 |
|
|
2019
Q4 | – | Sell |
-21,584
| Closed | -$537K | – | 181 |
|
|
2019
Q3 | $537K | Sell |
21,584
-2,138
| -9% | -$53.2K | 0.18% | 65 |
|
|
2019
Q2 | $730K | Buy |
23,722
+1,991
| +9% | +$61.3K | 0.26% | 53 |
|
|
2019
Q1 | $681K | Buy |
+21,731
| New | +$681K | 0.25% | 54 |
|
|
2018
Q4 | – | Sell |
-3,370
| Closed | -$101K | – | 259 |
|
|
2018
Q3 | $101K | Buy |
3,370
+433
| +15% | +$13K | 0.04% | 271 |
|
|
2018
Q2 | $105K | Sell |
2,937
-365
| -11% | -$13K | 0.04% | 230 |
|
|
2018
Q1 | $109K | Buy |
3,302
+91
| +3% | +$3K | 0.06% | 239 |
|
|
2017
Q4 | $119K | Buy |
+3,211
| New | +$119K | 0.06% | 247 |
|