Principal Securities’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.61K | Buy |
119
+70
| +143% | +$2.71K | ﹤0.01% | 2896 |
|
|
2025
Q1 | $1.88K | Hold |
49
| – | – | ﹤0.01% | 3060 |
|
|
2024
Q4 | $1.88K | Hold |
49
| – | – | ﹤0.01% | 3054 |
|
|
2024
Q3 | $1.88K | Sell |
49
-58
| -54% | -$2.22K | ﹤0.01% | 2971 |
|
|
2024
Q2 | $4.25K | Hold |
107
| – | – | ﹤0.01% | 2694 |
|
|
2024
Q1 | $3.8K | Sell |
107
-4,722
| -98% | -$168K | ﹤0.01% | 2695 |
|
|
2023
Q4 | $141K | Buy |
+4,829
| New | +$141K | 0.01% | 1061 |
|