JWM
WES
Jacobus Wealth Management’s Western Gas Partners Lp WES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-9,780
| Closed | -$465K | – | 291 |
|
|
2015
Q4 | $465K | Hold |
9,780
| – | – | 0.13% | 132 |
|
|
2015
Q3 | $458K | Hold |
9,780
| – | – | 0.13% | 126 |
|
|
2015
Q2 | $620K | Hold |
9,780
| – | – | 0.15% | 109 |
|
|
2015
Q1 | $644K | Hold |
9,780
| – | – | 0.17% | 104 |
|
|
2014
Q4 | $714K | Hold |
9,780
| – | – | 0.19% | 92 |
|
|
2014
Q3 | $734K | Sell |
9,780
-1,525
| -13% | -$114K | 0.2% | 96 |
|
|
2014
Q2 | $865K | Hold |
11,305
| – | – | 0.22% | 91 |
|
|
2014
Q1 | $748K | Buy |
11,305
+1,525
| +16% | +$101K | 0.18% | 98 |
|
|
2013
Q4 | $603K | Hold |
9,780
| – | – | 0.17% | 105 |
|
|
2013
Q3 | $588K | Hold |
9,780
| – | – | 0.21% | 88 |
|
|
2013
Q2 | $635K | Buy |
+9,780
| New | +$635K | 0.23% | 82 |
|