Salem Investment Counselors’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
Q2 | – | Sell |
-300
| Closed | -$10.7K | – | 1213 |
|
|
2024
Q1 | $10.7K | Hold |
300
| – | – | ﹤0.01% | 823 |
|
|
2023
Q4 | $8.78K | Sell |
300
-279
| -48% | -$8.16K | ﹤0.01% | 838 |
|
|
2023
Q3 | $15.8K | Hold |
579
| – | – | ﹤0.01% | 718 |
|
|
2023
Q2 | $15.4K | Hold |
579
| – | – | ﹤0.01% | 752 |
|
|
2023
Q1 | $15.3K | Buy |
+579
| New | +$15.3K | ﹤0.01% | 740 |
|
|
2020
Q3 | – | Sell |
-14,183
| Closed | -$142K | – | 741 |
|
|
2020
Q2 | $142K | Buy |
14,183
+12,658
| +830% | +$127K | 0.01% | 266 |
|
|
2020
Q1 | $5K | Hold |
1,525
| – | – | ﹤0.01% | 579 |
|
|
2019
Q4 | $30K | Hold |
1,525
| – | – | ﹤0.01% | 441 |
|
|
2019
Q3 | $38K | Hold |
1,525
| – | – | ﹤0.01% | 399 |
|
|
2019
Q2 | $47K | Buy |
+1,525
| New | +$47K | ﹤0.01% | 376 |
|