Kestra Private Wealth Services’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 | $813K | Buy |
21,001
+10,261
| +96% | +$397K | 0.01% | 823 |
|
|
2025
Q1 | $440K | Sell |
10,740
-4,462
| -29% | -$183K | 0.01% | 1018 |
|
|
2024
Q4 | $584K | Sell |
15,202
-2,742
| -15% | -$105K | 0.01% | 860 |
|
|
2024
Q3 | $687K | Sell |
17,944
-262
| -1% | -$10K | 0.01% | 759 |
|
|
2024
Q2 | $723K | Buy |
18,206
+1,553
| +9% | +$61.7K | 0.01% | 690 |
|
|
2024
Q1 | $592K | Buy |
+16,653
| New | +$592K | 0.01% | 731 |
|