Level Four Advisory 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
2018
Q1
Sell
-5,861
Closed -$218K 561
2017
Q4
$218K Sell
5,861
-1,027
-15% -$38.2K 0.02% 502
2017
Q3
$284K Buy
6,888
+880
+15% +$36.3K 0.03% 427
2017
Q2
$280K Sell
6,008
-978
-14% -$45.6K 0.04% 390
2017
Q1
$325K Buy
6,986
+622
+10% +$28.9K 0.03% 398
2016
Q4
$270K Buy
+6,364
New +$270K 0.03% 387