Lido 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 |
-8,966
| Closed | -$241K | – | 1062 |
|
|
2022
Q4 | $241K | Buy |
+8,966
| New | +$241K | ﹤0.01% | 760 |
|
|
2022
Q1 | – | Sell |
-10,447
| Closed | -$232K | – | 974 |
|
|
2021
Q4 | $232K | Hold |
10,447
| – | – | ﹤0.01% | 801 |
|
|
2021
Q3 | $218K | Hold |
10,447
| – | – | ﹤0.01% | 778 |
|
|
2021
Q2 | $224K | Sell |
10,447
-9,988
| -49% | -$214K | ﹤0.01% | 719 |
|
|
2021
Q1 | $380K | Hold |
20,435
| – | – | 0.01% | 503 |
|
|
2020
Q4 | $282K | Buy |
+20,435
| New | +$282K | 0.01% | 571 |
|