Kovack Advisors’s Western Midstream Partners WES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$954K	Buy	23,206 +1,659	+8%	+$68.6K	0.05%	382
2025 Q4	$851K	Buy	+21,547	New	+$835K	0.04%	436
2023 Q1	–	Sell	-12,600	Closed	-$338K	–	654
2022 Q4	$338K	Hold	12,600	–	–	0.05%	378
2022 Q3	$317K	Buy	12,600 +400	+3%	+$10.7K	0.05%	391
2022 Q2	$297K	Hold	12,200	–	–	0.04%	449
2022 Q1	$307K	Sell	12,200 -450	-4%	-$11.1K	0.03%	522
2021 Q4	$282K	Hold	12,650	–	–	0.03%	550
2021 Q3	$265K	Hold	12,650	–	–	0.03%	570
2021 Q2	$271K	Hold	12,650	–	–	0.03%	546
2021 Q1	$235K	Buy	12,650 +450	+4%	+$7.66K	0.03%	541
2020 Q4	$169K	Hold	12,200	–	–	0.02%	536
2020 Q3	$98K	Hold	12,200	–	–	0.02%	463
2020 Q2	$122K	Hold	12,200	–	–	0.02%	436
2020 Q1	$40K	Hold	12,200	–	–	0.01%	433
2019 Q4	$240K	Buy	+12,200	New	+$253K	0.04%	412