Kovack Advisors’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,600
| Closed | -$338K | – | 616 |
|
|
2022
Q4 | $338K | Hold |
12,600
| – | – | 0.05% | 378 |
|
|
2022
Q3 | $317K | Buy |
12,600
+400
| +3% | +$10.1K | 0.05% | 390 |
|
|
2022
Q2 | $297K | Hold |
12,200
| – | – | 0.04% | 447 |
|
|
2022
Q1 | $307K | Sell |
12,200
-450
| -4% | -$11.3K | 0.03% | 521 |
|
|
2021
Q4 | $282K | Hold |
12,650
| – | – | 0.03% | 549 |
|
|
2021
Q3 | $265K | Hold |
12,650
| – | – | 0.03% | 569 |
|
|
2021
Q2 | $271K | Hold |
12,650
| – | – | 0.03% | 545 |
|
|
2021
Q1 | $235K | Buy |
12,650
+450
| +4% | +$8.36K | 0.03% | 541 |
|
|
2020
Q4 | $169K | Hold |
12,200
| – | – | 0.02% | 535 |
|
|
2020
Q3 | $98K | Hold |
12,200
| – | – | 0.02% | 462 |
|
|
2020
Q2 | $122K | Hold |
12,200
| – | – | 0.02% | 435 |
|
|
2020
Q1 | $40K | Hold |
12,200
| – | – | 0.01% | 433 |
|
|
2019
Q4 | $240K | Buy |
+12,200
| New | +$240K | 0.04% | 412 |
|