RWA
WES
Ropes Wealth Advisors’s Western Gas Partners Lp WES Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-350
| Closed | -$15K | – | 561 |
|
2018
Q3 | $15K | Hold |
350
| – | – | ﹤0.01% | 432 |
|
2018
Q2 | $17K | Hold |
350
| – | – | ﹤0.01% | 434 |
|
2018
Q1 | $15K | Hold |
350
| – | – | ﹤0.01% | 431 |
|
2017
Q4 | $17K | Hold |
350
| – | – | ﹤0.01% | 470 |
|
2017
Q3 | $18K | Sell |
350
-209
| -37% | -$10.7K | ﹤0.01% | 427 |
|
2017
Q2 | $31K | Buy |
559
+209
| +60% | +$11.6K | 0.01% | 371 |
|
2017
Q1 | $21K | Hold |
350
| – | – | 0.01% | 399 |
|
2016
Q4 | $21K | Hold |
350
| – | – | 0.01% | 403 |
|
2016
Q3 | $19K | Hold |
350
| – | – | 0.01% | 371 |
|
2016
Q2 | $18K | Hold |
350
| – | – | 0.01% | 335 |
|
2016
Q1 | $15K | Hold |
350
| – | – | 0.01% | 310 |
|
2015
Q4 | $17K | Hold |
350
| – | – | 0.01% | 315 |
|
2015
Q3 | $16K | Sell |
350
-1,050
| -75% | -$48K | 0.01% | 325 |
|
2015
Q2 | $89K | Sell |
1,400
-350
| -20% | -$22.3K | 0.05% | 161 |
|
2015
Q1 | $115K | Buy |
+1,750
| New | +$115K | 0.06% | 153 |
|