Sowell Financial Services’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-1,079
| Closed | -$22K | – | 2731 |
|
2021
Q1 | $22K | Buy |
1,079
+20
| +2% | +$408 | ﹤0.01% | 2032 |
|
2020
Q4 | $15K | Buy |
1,059
+29
| +3% | +$411 | ﹤0.01% | 1869 |
|
2020
Q3 | $8K | Buy |
1,030
+30
| +3% | +$233 | ﹤0.01% | 1887 |
|
2020
Q2 | $10K | Buy |
+1,000
| New | +$10K | ﹤0.01% | 1710 |
|
2017
Q1 | – | Hold |
0
| – | -$8K | – | 565 |
|
2016
Q4 | – | Hold |
0
| – | – | – | 504 |
|