Prospera Financial Services’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 | $438K | Buy |
11,326
+2,306
| +26% | +$89.2K | 0.01% | 959 |
|
|
2025
Q1 | $369K | Sell |
9,020
-578
| -6% | -$23.7K | 0.01% | 905 |
|
|
2024
Q4 | $369K | Buy |
9,598
+3,475
| +57% | +$134K | 0.01% | 845 |
|
|
2024
Q3 | $234K | Hold |
6,123
| – | – | 0.01% | 1023 |
|
|
2024
Q2 | $243K | Buy |
+6,123
| New | +$243K | 0.01% | 998 |
|
|
2023
Q1 | – | Sell |
-12,470
| Closed | -$335K | – | 1009 |
|
|
2022
Q4 | $335K | Buy |
+12,470
| New | +$335K | 0.02% | 661 |
|
|
2022
Q2 | – | Sell |
-302
| Closed | -$8K | – | 2618 |
|
|
2022
Q1 | $8K | Buy |
+302
| New | +$8K | ﹤0.01% | 2143 |
|
|
2020
Q4 | – | Sell |
-343
| Closed | -$3K | – | 1578 |
|
|
2020
Q3 | $3K | Buy |
+343
| New | +$3K | ﹤0.01% | 1419 |
|