Icon Wealth Partners’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $289K | Buy |
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|
2023
Q2 | $272K | Buy |
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|
2023
Q1 | $267K | Buy |
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|
2022
Q2 | $275K | Hold |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $221K | Sell |
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|
2021
Q3 | $260K | Hold |
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|
2021
Q2 | $266K | Buy |
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|
2021
Q1 | $221K | Buy |
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|
2020
Q4 | $159K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $115K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $537K | Sell |
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|
2019
Q2 | $730K | Buy |
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|
2019
Q1 | $681K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $101K | Buy |
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|
2018
Q2 | $105K | Sell |
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|
2018
Q1 | $109K | Buy |
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|
2017
Q4 | $119K | Buy |
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