Lee Financial’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
Q1 | – | Sell |
-10,144
| Closed | -$390K | – | 186 |
|
|
2024
Q4 | $390K | Hold |
10,144
| – | – | 0.05% | 129 |
|
|
2024
Q3 | $388K | Buy |
+10,144
| New | +$388K | 0.06% | 126 |
|
|
2018
Q3 | – | Sell |
-222
| Closed | -$8K | – | 737 |
|
|
2018
Q2 | $8K | Hold |
222
| – | – | ﹤0.01% | 543 |
|
|
2018
Q1 | $7K | Buy |
+222
| New | +$7K | ﹤0.01% | 580 |
|