Mosaic Family Wealth’s Western Gas Partners Lp WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-9,356
| Closed | -$395K | – | 743 |
|
|
2018
Q4 | $395K | Hold |
9,356
| – | – | 0.16% | 83 |
|
|
2018
Q3 | $419K | Buy |
9,356
+48
| +0.5% | +$2.15K | 0.17% | 90 |
|
|
2018
Q2 | $450K | Sell |
9,308
-395
| -4% | -$19.1K | 0.17% | 89 |
|
|
2018
Q1 | $414K | Sell |
9,703
-942
| -9% | -$40.2K | 0.15% | 92 |
|
|
2017
Q4 | $512K | Sell |
10,645
-727
| -6% | -$35K | 0.19% | 79 |
|
|
2017
Q3 | $583K | Buy |
11,372
+814
| +8% | +$41.7K | 0.23% | 81 |
|
|
2017
Q2 | $591K | Sell |
10,558
-1,328
| -11% | -$74.3K | 0.25% | 74 |
|
|
2017
Q1 | $719K | Sell |
11,886
-342
| -3% | -$20.7K | 0.31% | 61 |
|
|
2016
Q4 | $719K | Sell |
12,228
-1,745
| -12% | -$103K | 0.33% | 51 |
|
|
2016
Q3 | $769K | Sell |
13,973
-462
| -3% | -$25.4K | 0.36% | 53 |
|
|
2016
Q2 | $728K | Buy |
14,435
+32
| +0.2% | +$1.61K | 0.35% | 55 |
|
|
2016
Q1 | $625K | Sell |
14,403
-355
| -2% | -$15.4K | 0.3% | 65 |
|
|
2015
Q4 | $701K | Buy |
+14,758
| New | +$701K | 0.31% | 64 |
|