Spirit of America Management Corp’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 | $5.11M | Sell |
132,150
-29,500
| -18% | -$1.14M | 1.07% | 27 |
|
|
2025
Q1 | $6.62M | Hold |
161,650
| – | – | 1.34% | 20 |
|
|
2024
Q4 | $6.21M | Sell |
161,650
-17,700
| -10% | -$680K | 1.26% | 22 |
|
|
2024
Q3 | $6.86M | Hold |
179,350
| – | – | 1.37% | 19 |
|
|
2024
Q2 | $7.13M | Sell |
179,350
-1,500
| -0.8% | -$59.6K | 1.45% | 18 |
|
|
2024
Q1 | $6.43M | Sell |
180,850
-500
| -0.3% | -$17.8K | 1.3% | 21 |
|
|
2023
Q4 | $5.31M | Buy |
181,350
+3,250
| +2% | +$95.1K | 1.16% | 24 |
|
|
2023
Q3 | $4.85M | Buy |
178,100
+4,000
| +2% | +$109K | 1.1% | 26 |
|
|
2023
Q2 | $4.62M | Hold |
174,100
| – | – | 1.04% | 24 |
|
|
2023
Q1 | $4.59M | Buy |
174,100
+24,000
| +16% | +$633K | 1.03% | 25 |
|
|
2022
Q4 | $4.03M | Hold |
150,100
| – | – | 0.9% | 28 |
|
|
2022
Q3 | $3.78M | Buy |
150,100
+9,500
| +7% | +$239K | 0.9% | 29 |
|
|
2022
Q2 | $3.42M | Buy |
140,600
+7,500
| +6% | +$182K | 0.78% | 31 |
|
|
2022
Q1 | $3.36M | Buy |
133,100
+20,500
| +18% | +$517K | 0.66% | 37 |
|
|
2021
Q4 | $2.51M | Buy |
112,600
+18,500
| +20% | +$412K | 0.5% | 62 |
|
|
2021
Q3 | $1.97M | Buy |
94,100
+17,000
| +22% | +$356K | 0.42% | 69 |
|
|
2021
Q2 | $1.65M | Buy |
77,100
+44,500
| +137% | +$953K | 0.35% | 83 |
|
|
2021
Q1 | $606K | Buy |
32,600
+11,800
| +57% | +$219K | 0.14% | 135 |
|
|
2020
Q4 | $287K | Buy |
20,800
+10,500
| +102% | +$145K | 0.07% | 169 |
|
|
2020
Q3 | $82K | Buy |
+10,300
| New | +$82K | 0.02% | 207 |
|
|
2020
Q2 | – | Sell |
-2,782
| Closed | -$9K | – | 235 |
|
|
2020
Q1 | $9K | Sell |
2,782
-301,851
| -99% | -$977K | ﹤0.01% | 226 |
|
|
2019
Q4 | $6M | Sell |
304,633
-175,380
| -37% | -$3.45M | 1.05% | 24 |
|
|
2019
Q3 | $11.9M | Sell |
480,013
-141,039
| -23% | -$3.51M | 1.93% | 14 |
|
|
2019
Q2 | $19.1M | Sell |
621,052
-63,000
| -9% | -$1.94M | 2.87% | 5 |
|
|
2019
Q1 | $21.5M | Buy |
684,052
+482,379
| +239% | +$15.1M | 3.14% | 3 |
|
|
2018
Q4 | $5.59M | Hold |
201,673
| – | – | 0.88% | 34 |
|
|
2018
Q3 | $6.04M | Sell |
201,673
-7,700
| -4% | -$231K | 0.75% | 40 |
|
|
2018
Q2 | $7.49M | Hold |
209,373
| – | – | 0.92% | 31 |
|
|
2018
Q1 | $6.93M | Buy |
209,373
+20,000
| +11% | +$662K | 0.91% | 32 |
|
|
2017
Q4 | $7.04M | Hold |
189,373
| – | – | 0.78% | 41 |
|
|
2017
Q3 | $7.8M | Buy |
189,373
+36,300
| +24% | +$1.49M | 0.83% | 38 |
|
|
2017
Q2 | $6.59M | Buy |
153,073
+4,700
| +3% | +$202K | 0.71% | 40 |
|
|
2017
Q1 | $6.84M | Buy |
148,373
+35,800
| +32% | +$1.65M | 0.72% | 40 |
|
|
2016
Q4 | $4.77M | Hold |
112,573
| – | – | 0.56% | 53 |
|
|
2016
Q3 | $4.78M | Hold |
112,573
| – | – | 0.62% | 47 |
|
|
2016
Q2 | $4.31M | Buy |
112,573
+94,526
| +524% | +$3.62M | 0.63% | 45 |
|
|
2016
Q1 | $643K | Sell |
18,047
-16,000
| -47% | -$570K | 0.11% | 156 |
|
|
2015
Q4 | $1.24M | Buy |
34,047
+15,000
| +79% | +$545K | 0.24% | 92 |
|
|
2015
Q3 | $751K | Hold |
19,047
| – | – | 0.16% | 132 |
|
|
2015
Q2 | $1.14M | Hold |
19,047
| – | – | 0.22% | 95 |
|
|
2015
Q1 | $1.14M | Buy |
+19,047
| New | +$1.14M | 0.24% | 95 |
|