Northwestern Mutual Wealth Management’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-251
| Closed | -$6.84K | – | 3694 |
|
2023
Q3 | $6.84K | Sell |
251
-582
| -70% | -$15.8K | ﹤0.01% | 2659 |
|
2023
Q2 | $22.1K | Buy |
833
+27
| +3% | +$716 | ﹤0.01% | 2279 |
|
2023
Q1 | $21.2K | Buy |
806
+15
| +2% | +$395 | ﹤0.01% | 2235 |
|
2022
Q4 | $21.3K | Buy |
791
+14
| +2% | +$376 | ﹤0.01% | 2231 |
|
2022
Q3 | $20K | Sell |
777
-1,816
| -70% | -$46.7K | ﹤0.01% | 2235 |
|
2022
Q2 | $63K | Buy |
2,593
+1,845
| +247% | +$44.8K | ﹤0.01% | 1832 |
|
2022
Q1 | $19K | Buy |
748
+9
| +1% | +$229 | ﹤0.01% | 2336 |
|
2021
Q4 | $16K | Hold |
739
| – | – | ﹤0.01% | 2426 |
|
2021
Q3 | $15K | Hold |
739
| – | – | ﹤0.01% | 2336 |
|
2021
Q2 | $16K | Hold |
739
| – | – | ﹤0.01% | 2291 |
|
2021
Q1 | $14K | Sell |
739
-173
| -19% | -$3.28K | ﹤0.01% | 2190 |
|
2020
Q4 | $13K | Buy |
912
+54
| +6% | +$770 | ﹤0.01% | 2119 |
|
2020
Q3 | $7K | Hold |
858
| – | – | ﹤0.01% | 2097 |
|
2020
Q2 | $9K | Hold |
858
| – | – | ﹤0.01% | 1950 |
|
2020
Q1 | $3K | Hold |
858
| – | – | ﹤0.01% | 2196 |
|
2019
Q4 | $17K | Sell |
858
-100
| -10% | -$1.98K | ﹤0.01% | 1795 |
|
2019
Q3 | $24K | Buy |
958
+100
| +12% | +$2.51K | ﹤0.01% | 1683 |
|
2019
Q2 | $26K | Hold |
858
| – | – | ﹤0.01% | 1631 |
|
2019
Q1 | $27K | Buy |
+858
| New | +$27K | ﹤0.01% | 1600 |
|