Kore Private Wealth’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,722
| Closed | -$17K | – | 1082 |
|
|
2020
Q2 | $17K | Hold |
1,722
| – | – | ﹤0.01% | 690 |
|
|
2020
Q1 | $6K | Sell |
1,722
-430
| -20% | -$1.5K | ﹤0.01% | 787 |
|
|
2019
Q4 | $42K | Buy |
+2,152
| New | +$42K | 0.01% | 509 |
|
|
2019
Q2 | – | Sell |
-2,152
| Closed | -$67K | – | 791 |
|
|
2019
Q1 | $67K | Buy |
2,152
+980
| +84% | +$30.5K | 0.02% | 333 |
|
|
2018
Q4 | $32K | Buy |
+1,172
| New | +$32K | 0.01% | 437 |
|