NewEdge Wealth’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Buy |
17,352
+7,352
| +74% | +$283K | 0.01% | 625 |
|
|
2025
Q1 | $410K | Buy |
+10,000
| New | +$410K | 0.01% | 704 |
|
|
2022
Q3 | – | Sell |
-12,600
| Closed | -$306K | – | 607 |
|
|
2022
Q2 | $306K | Hold |
12,600
| – | – | 0.01% | 461 |
|
|
2022
Q1 | $318K | Hold |
12,600
| – | – | 0.01% | 357 |
|
|
2021
Q4 | $281K | Buy |
+12,600
| New | +$281K | 0.01% | 346 |
|