Security National Trust’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-5,000
| Closed | -$211K | – | 388 |
|
2018
Q4 | $211K | Hold |
5,000
| – | – | 0.08% | 139 |
|
2018
Q3 | $218K | Hold |
5,000
| – | – | 0.07% | 152 |
|
2018
Q2 | $242K | Hold |
5,000
| – | – | 0.08% | 146 |
|
2018
Q1 | $213K | Hold |
5,000
| – | – | 0.07% | 155 |
|
2017
Q4 | $240K | Hold |
5,000
| – | – | 0.08% | 152 |
|
2017
Q3 | $256K | Hold |
5,000
| – | – | 0.08% | 150 |
|
2017
Q2 | $280K | Hold |
5,000
| – | – | 0.09% | 150 |
|
2017
Q1 | $302K | Hold |
5,000
| – | – | 0.1% | 146 |
|
2016
Q4 | $294K | Hold |
5,000
| – | – | 0.11% | 145 |
|
2016
Q3 | $275K | Hold |
5,000
| – | – | 0.1% | 149 |
|
2016
Q2 | $252K | Hold |
5,000
| – | – | 0.09% | 152 |
|
2016
Q1 | $217K | Hold |
5,000
| – | – | 0.08% | 159 |
|
2015
Q4 | $238K | Hold |
5,000
| – | – | 0.09% | 156 |
|
2015
Q3 | $234K | Hold |
5,000
| – | – | 0.09% | 162 |
|
2015
Q2 | $317K | Hold |
5,000
| – | – | 0.11% | 147 |
|
2015
Q1 | $329K | Hold |
5,000
| – | – | 0.12% | 145 |
|
2014
Q4 | $365K | Hold |
5,000
| – | – | 0.13% | 132 |
|
2014
Q3 | $375K | Hold |
5,000
| – | – | 0.15% | 119 |
|
2014
Q2 | $382K | Hold |
5,000
| – | – | 0.15% | 121 |
|
2014
Q1 | $331K | Hold |
5,000
| – | – | 0.13% | 132 |
|
2013
Q4 | $308K | Hold |
5,000
| – | – | 0.13% | 136 |
|
2013
Q3 | $301K | Hold |
5,000
| – | – | 0.14% | 126 |
|
2013
Q2 | $324K | Buy |
+5,000
| New | +$324K | 0.16% | 118 |
|