Spire Wealth Management’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,033
| Closed | -$42.3K | – | 2585 |
|
2025
Q1 | $42.3K | Hold |
1,033
| – | – | ﹤0.01% | 1339 |
|
2024
Q4 | $39.7K | Hold |
1,033
| – | – | ﹤0.01% | 1369 |
|
2024
Q3 | $39.5K | Hold |
1,033
| – | – | ﹤0.01% | 1206 |
|
2024
Q2 | $41K | Hold |
1,033
| – | – | ﹤0.01% | 1182 |
|
2024
Q1 | $36.7K | Hold |
1,033
| – | – | ﹤0.01% | 1316 |
|
2023
Q4 | $28.7K | Hold |
1,033
| – | – | ﹤0.01% | 1404 |
|
2023
Q3 | $28.1K | Hold |
1,033
| – | – | ﹤0.01% | 1378 |
|
2023
Q2 | $27.4K | Hold |
1,033
| – | – | ﹤0.01% | 1452 |
|
2023
Q1 | $27.2K | Buy |
1,033
+929
| +893% | +$24.5K | ﹤0.01% | 1486 |
|
2022
Q4 | $3K | Buy |
104
+2
| +2% | +$58 | ﹤0.01% | 2000 |
|
2022
Q3 | $3K | Buy |
+102
| New | +$3K | ﹤0.01% | 1900 |
|
2022
Q1 | – | Sell |
-631
| Closed | -$14K | – | 2902 |
|
2021
Q4 | $14K | Buy |
+631
| New | +$14K | ﹤0.01% | 2259 |
|
2021
Q2 | – | Sell |
-2,156
| Closed | -$40K | – | 2991 |
|
2021
Q1 | $40K | Buy |
+2,156
| New | +$40K | ﹤0.01% | 1850 |
|