PIWA
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Prevail Innovative Wealth Advisors’s Western Midstream Partners WES Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-88,835
Closed -$2.42M 161
2023
Q3
$2.42M Buy
88,835
+12,718
+17% +$346K 1.26% 27
2023
Q2
$2.02M Buy
+76,117
New +$2.02M 1.11% 29