Inscription Capital’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-11,274
| Closed | -$401K | – | 570 |
|
2025
Q1 | $401K | Buy |
+11,274
| New | +$401K | 0.07% | 206 |
|
2024
Q3 | $541K | Buy |
14,150
+2,873
| +25% | +$110K | 0.08% | 179 |
|
2024
Q2 | $448K | Buy |
11,277
+3
| +0% | +$119 | 0.07% | 191 |
|
2024
Q1 | $401K | Buy |
+11,274
| New | +$401K | 0.07% | 206 |
|
2019
Q3 | – | Sell |
-7,866
| Closed | -$203K | – | 144 |
|
2019
Q2 | $203K | Hold |
7,866
| – | – | 0.15% | 101 |
|
2019
Q1 | $247K | Buy |
+7,866
| New | +$247K | 0.13% | 99 |
|