Independence Trust’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-5,251
| Closed | -$329K | – | 112 |
|
|
2014
Q2 | $329K | Hold |
5,251
| – | – | 0.21% | 81 |
|
|
2014
Q1 | $258K | Hold |
5,251
| – | – | 0.18% | 85 |
|
|
2013
Q4 | $207K | Buy |
+5,251
| New | +$207K | 0.14% | 101 |
|
|
2013
Q3 | – | Sell |
-5,346
| Closed | -$220K | – | 108 |
|
|
2013
Q2 | $220K | Buy |
+5,346
| New | +$220K | 0.16% | 91 |
|