Pathstone Family Office’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
Q3 | $797K | Buy |
29,259
+7,154
| +32% | +$195K | 0.01% | 816 |
|
|
2023
Q2 | $586K | Buy |
22,105
+85
| +0.4% | +$2.25K | 0.01% | 683 |
|
|
2023
Q1 | $581K | Sell |
22,020
-21,930
| -50% | -$578K | 0.01% | 620 |
|
|
2022
Q4 | $1.18M | Buy |
43,950
+88
| +0.2% | +$2.36K | 0.01% | 711 |
|
|
2022
Q3 | $1.1M | Buy |
+43,862
| New | +$1.1M | 0.01% | 682 |
|
|
2020
Q2 | – | Sell |
-517
| Closed | -$2K | – | 986 |
|
|
2020
Q1 | $2K | Buy |
+517
| New | +$2K | ﹤0.01% | 697 |
|
|
2019
Q4 | – | Sell |
-696
| Closed | -$17K | – | 631 |
|
|
2019
Q3 | $17K | Buy |
+696
| New | +$17K | ﹤0.01% | 417 |
|