MHI Funds’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
Q4 | – | Sell |
-7,112
| Closed | -$177K | – | 55 |
|
2019
Q3 | $177K | Buy |
7,112
+741
| +12% | +$18.4K | 0.21% | 51 |
|
2019
Q2 | $196K | Buy |
+6,371
| New | +$196K | 0.23% | 48 |
|
2018
Q3 | – | Sell |
-7,793
| Closed | -$279K | – | 102 |
|
2018
Q2 | $279K | Hold |
7,793
| – | – | 0.24% | 54 |
|
2018
Q1 | $258K | Hold |
7,793
| – | – | 0.22% | 48 |
|
2017
Q4 | $290K | Buy |
+7,793
| New | +$290K | 0.25% | 45 |
|