Realta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,446
| Closed | -$216K | – | 774 |
|
|
2024
Q2 | $216K | Buy |
+5,446
| New | +$216K | 0.04% | 378 |
|
|
2020
Q1 | – | Sell |
-248
| Closed | -$4K | – | 1398 |
|
|
2019
Q4 | $4K | Sell |
248
-1,813
| -88% | -$29.2K | ﹤0.01% | 1410 |
|
|
2019
Q3 | $50K | Sell |
2,061
-999
| -33% | -$24.2K | 0.01% | 676 |
|
|
2019
Q2 | $95K | Sell |
3,060
-2,051
| -40% | -$63.7K | 0.03% | 513 |
|
|
2019
Q1 | $162K | Buy |
+5,111
| New | +$162K | 0.07% | 316 |
|