Reilly Financial Advisors’s Western Gas Partners Lp WES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-100
| Closed | -$6K | – | 1016 |
|
2017
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 727 |
|
2016
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 658 |
|
2016
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 633 |
|
2016
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 624 |
|
2016
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 750 |
|
2015
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 723 |
|
2015
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 983 |
|
2015
Q2 | $6K | Sell |
100
-1,500
| -94% | -$90K | ﹤0.01% | 1045 |
|
2015
Q1 | $105K | Buy |
+1,600
| New | +$105K | 0.02% | 262 |
|
2014
Q2 | – | Sell |
-1,500
| Closed | -$99K | – | 930 |
|
2014
Q1 | $99K | Hold |
1,500
| – | – | 0.02% | 172 |
|
2013
Q4 | $93K | Hold |
1,500
| – | – | 0.02% | 170 |
|
2013
Q3 | $91K | Sell |
1,500
-2
| -0.1% | -$121 | 0.03% | 147 |
|
2013
Q2 | $94K | Buy |
+1,502
| New | +$94K | 0.03% | 147 |
|