JWM
Jacobus Wealth Management’s Western Midstream Partners WES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-19,190
| Closed | -$684K | – | 259 |
|
|
2016
Q1 | $684K | Buy |
19,190
+7,515
| +64% | +$268K | 0.2% | 92 |
|
|
2015
Q4 | $424K | Buy |
11,675
+3,210
| +38% | +$117K | 0.12% | 138 |
|
|
2015
Q3 | $334K | Hold |
8,465
| – | – | 0.1% | 157 |
|
|
2015
Q2 | $508K | Buy |
8,465
+650
| +8% | +$39K | 0.13% | 129 |
|
|
2015
Q1 | $469K | Buy |
7,815
+275
| +4% | +$16.5K | 0.12% | 129 |
|
|
2014
Q4 | $454K | Buy |
7,540
+3,705
| +97% | +$223K | 0.12% | 130 |
|
|
2014
Q3 | $234K | Hold |
3,835
| – | – | 0.06% | 193 |
|
|
2014
Q2 | $240K | Buy |
+3,835
| New | +$240K | 0.06% | 196 |
|