Independence Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,807
| Closed | -$278K | – | 139 |
|
|
2014
Q4 | $278K | Hold |
3,807
| – | – | 0.17% | 101 |
|
|
2014
Q3 | $286K | Sell |
3,807
-6,920
| -65% | -$520K | 0.19% | 78 |
|
|
2014
Q2 | $820K | Hold |
10,727
| – | – | 0.52% | 33 |
|
|
2014
Q1 | $710K | Buy |
10,727
+775
| +8% | +$51.3K | 0.49% | 37 |
|
|
2013
Q4 | $614K | Hold |
9,952
| – | – | 0.42% | 36 |
|
|
2013
Q3 | $598K | Hold |
9,952
| – | – | 0.44% | 36 |
|
|
2013
Q2 | $646K | Buy |
+9,952
| New | +$646K | 0.47% | 35 |
|