Proficio Capital Partners’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,611
| Closed | -$50K | – | 1540 |
|
|
2019
Q2 | $50K | Buy |
+1,611
| New | +$50K | 0.02% | 382 |
|
|
2017
Q4 | – | Sell |
-5,342
| Closed | -$220K | – | 1327 |
|
|
2017
Q3 | $220K | Hold |
5,342
| – | – | 0.09% | 147 |
|
|
2017
Q2 | $226K | Buy |
5,342
+519
| +11% | +$22K | 0.09% | 158 |
|
|
2017
Q1 | $212K | Sell |
4,823
-387
| -7% | -$17K | 0.09% | 156 |
|
|
2016
Q4 | $221K | Hold |
5,210
| – | – | 0.09% | 128 |
|
|
2016
Q3 | $221K | Buy |
5,210
+880
| +20% | +$37.3K | 0.13% | 115 |
|
|
2016
Q2 | $161K | Buy |
+4,330
| New | +$161K | 0.1% | 145 |
|