J.P. Morgan Private Wealth Advisors’s Western Midstream Partners WES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $988K | Sell |
36,270
-13,920
| -28% | -$379K | ﹤0.01% | 976 |
|
|
2023
Q2 | $1.33M | Sell |
50,190
-5,020
| -9% | -$133K | 0.01% | 684 |
|
|
2023
Q1 | $1.46M | Buy |
55,210
+12,325
| +29% | +$325K | ﹤0.01% | 998 |
|
|
2022
Q4 | $1.15M | Buy |
42,885
+504
| +1% | +$13.5K | ﹤0.01% | 1080 |
|
|
2022
Q3 | $1.07M | Sell |
42,381
-5,553
| -12% | -$140K | ﹤0.01% | 1101 |
|
|
2022
Q2 | $1.17M | Sell |
47,934
-1,613
| -3% | -$39.2K | ﹤0.01% | 1060 |
|
|
2022
Q1 | $1.25M | Sell |
49,547
-230
| -0.5% | -$5.8K | ﹤0.01% | 1105 |
|
|
2021
Q4 | $1.11M | Buy |
49,777
+1,689
| +4% | +$37.6K | ﹤0.01% | 1193 |
|
|
2021
Q3 | $1.01M | Hold |
48,088
| – | – | ﹤0.01% | 1206 |
|
|
2021
Q2 | $1.03M | Sell |
48,088
-15,546
| -24% | -$333K | ﹤0.01% | 1185 |
|
|
2021
Q1 | $1.18M | Sell |
63,634
-11,377
| -15% | -$212K | ﹤0.01% | 967 |
|
|
2020
Q4 | $1.04M | Buy |
75,011
+14,811
| +25% | +$205K | ﹤0.01% | 1000 |
|
|
2020
Q3 | $482K | Buy |
60,200
+32,316
| +116% | +$259K | ﹤0.01% | 1172 |
|
|
2020
Q2 | $280K | Sell |
27,884
-2,394
| -8% | -$24K | ﹤0.01% | 1337 |
|
|
2020
Q1 | $98K | Sell |
30,278
-233,963
| -89% | -$757K | ﹤0.01% | 1364 |
|
|
2019
Q4 | $5.2M | Sell |
264,241
-10,221
| -4% | -$201K | 0.02% | 412 |
|
|
2019
Q3 | $6.83M | Sell |
274,462
-71,723
| -21% | -$1.79M | 0.04% | 347 |
|
|
2019
Q2 | $10.7M | Sell |
346,185
-5,847
| -2% | -$180K | 0.06% | 273 |
|
|
2019
Q1 | $11M | Buy |
352,032
+307,320
| +687% | +$9.64M | 0.06% | 272 |
|
|
2018
Q4 | $1.24M | Sell |
44,712
-18,543
| -29% | -$514K | 0.01% | 692 |
|
|
2018
Q3 | $1.89M | Sell |
63,255
-416
| -0.7% | -$12.5K | 0.01% | 644 |
|
|
2018
Q2 | $2.28M | Buy |
63,671
+56,953
| +848% | +$2.04M | 0.01% | 579 |
|
|
2018
Q1 | $223K | Buy |
+6,718
| New | +$223K | ﹤0.01% | 1151 |
|