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 |
|