LVW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-8,375
| Closed | -$258K | – | 184 |
|
|
2019
Q2 | $258K | Buy |
+8,375
| New | +$258K | 0.07% | 132 |
|
|
2019
Q1 | – | Hold |
0
| – | -$250K | – | 105 |
|
|
2018
Q4 | – | Hold |
0
| – | -$312K | – | 138 |
|
|
2018
Q3 | – | Hold |
0
| – | -$267K | – | 129 |
|
|
2018
Q2 | – | Hold |
0
| – | -$262K | – | 126 |
|
|
2018
Q1 | – | Hold |
0
| – | -$264K | – | 123 |
|
|
2017
Q4 | – | Hold |
0
| – | -$640K | – | 124 |
|
|
2017
Q3 | – | Sell |
-16,400
| Closed | -$706K | – | 69 |
|
|
2017
Q2 | $706K | Buy |
+16,400
| New | +$706K | 0.25% | 54 |
|
|
2017
Q1 | – | Hold |
0
| – | -$726K | – | 53 |
|
|
2016
Q4 | – | Hold |
0
| – | -$723K | – | 59 |
|
|
2016
Q3 | – | Hold |
0
| – | -$560K | – | 57 |
|
|
2016
Q2 | – | Hold |
0
| – | -$522K | – | 60 |
|
|
2016
Q1 | – | Hold |
0
| – | -$406K | – | 72 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 88 |
|