Jones Financial Companies’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 | $18.8K | Sell |
488
-300
| -38% | -$11.6K | ﹤0.01% | 2622 |
|
|
2025
Q1 | $32.7K | Buy |
788
+160
| +25% | +$6.64K | ﹤0.01% | 2225 |
|
|
2024
Q4 | $24.1K | Buy |
628
+571
| +1,002% | +$22K | ﹤0.01% | 2170 |
|
|
2024
Q3 | $2.18K | Buy |
+57
| New | +$2.18K | ﹤0.01% | 2663 |
|
|
2023
Q2 | – | Sell |
-305
| Closed | -$8.04K | – | 602 |
|
|
2023
Q1 | $8.04K | Buy |
+305
| New | +$8.04K | ﹤0.01% | 488 |
|