Sonata Capital Group’s Western Midstream Partners WES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-10,908
Closed -$215K 116
2019
Q4
$215K Sell
10,908
-763
-7% -$15K 0.13% 110
2019
Q3
$290K Sell
11,671
-649
-5% -$16.1K 0.2% 86
2019
Q2
$379K Sell
12,320
-305
-2% -$9.38K 0.26% 79
2019
Q1
$396K Buy
+12,625
New +$396K 0.29% 69