Next Financial Group’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-763
| Closed | -$15K | – | 2438 |
|
|
2019
Q4 | $15K | Hold |
763
| – | – | ﹤0.01% | 1630 |
|
|
2019
Q3 | $19K | Hold |
763
| – | – | ﹤0.01% | 1473 |
|
|
2019
Q2 | $23K | Hold |
763
| – | – | ﹤0.01% | 1416 |
|
|
2019
Q1 | $24K | Buy |
+763
| New | +$24K | 0.01% | 924 |
|
|
2017
Q1 | – | Sell |
-575
| Closed | -$24K | – | 2314 |
|
|
2016
Q4 | $24K | Hold |
575
| – | – | ﹤0.01% | 1300 |
|
|
2016
Q3 | $24K | Buy |
+575
| New | +$24K | ﹤0.01% | 1277 |
|