Pin Oak Investment Advisors’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
Q4 | – | Sell |
-964
| Closed | -$8K | – | 428 |
|
|
2020
Q3 | $8K | Hold |
964
| – | – | 0.01% | 322 |
|
|
2020
Q2 | $10K | Sell |
964
-77
| -7% | -$799 | 0.01% | 300 |
|
|
2020
Q1 | $3K | Sell |
1,041
-1,493
| -59% | -$4.3K | ﹤0.01% | 365 |
|
|
2019
Q4 | $50K | Sell |
2,534
-5,385
| -68% | -$106K | 0.04% | 183 |
|
|
2019
Q3 | $197K | Hold |
7,919
| – | – | 0.16% | 100 |
|
|
2019
Q2 | $244K | Hold |
7,919
| – | – | 0.19% | 97 |
|
|
2019
Q1 | $248K | Buy |
+7,919
| New | +$248K | 0.2% | 93 |
|