Icon Wealth Partners’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 |
-14,891
| Closed | -$629K | – | 921 |
|
|
2018
Q4 | $629K | Buy |
14,891
+598
| +4% | +$25.3K | 0.3% | 54 |
|
|
2018
Q3 | $624K | Buy |
14,293
+913
| +7% | +$39.9K | 0.26% | 64 |
|
|
2018
Q2 | $647K | Sell |
13,380
-736
| -5% | -$35.6K | 0.27% | 60 |
|
|
2018
Q1 | $602K | Buy |
14,116
+583
| +4% | +$24.9K | 0.32% | 69 |
|
|
2017
Q4 | $651K | Buy |
+13,533
| New | +$651K | 0.32% | 69 |
|