Spirit of America Management Corp’s Western Midstream Partners WES Stock Holding History

Spirit of America Management Corp’s Portfolio WES Stock Details WES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.77M	Sell	91,650 -8,500	-8%	-$352K	0.74%	42
2025 Q4	$3.96M	Sell	100,150 -27,000	-21%	-$1.05M	0.84%	29
2025 Q3	$5M	Sell	127,150 -5,000	-4%	-$195K	1%	27
2025 Q2	$5.11M	Sell	132,150 -29,500	-18%	-$1.12M	1.07%	27
2025 Q1	$6.62M	Hold	161,650	–	–	1.34%	20
2024 Q4	$6.21M	Sell	161,650 -17,700	-10%	-$683K	1.26%	22
2024 Q3	$6.86M	Hold	179,350	–	–	1.37%	19
2024 Q2	$7.13M	Sell	179,350 -1,500	-0.8%	-$55.2K	1.45%	18
2024 Q1	$6.43M	Sell	180,850 -500	-0.3%	-$15.5K	1.3%	21
2023 Q4	$5.31M	Buy	181,350 +3,250	+2%	+$90.8K	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%	+$645K	1.03%	25
2022 Q4	$4.03M	Hold	150,100	–	–	0.9%	28
2022 Q3	$3.78M	Buy	150,100 +9,500	+7%	+$254K	0.9%	29
2022 Q2	$3.42M	Buy	140,600 +7,500	+6%	+$192K	0.78%	31
2022 Q1	$3.36M	Buy	133,100 +20,500	+18%	+$506K	0.66%	37
2021 Q4	$2.51M	Buy	112,600 +18,500	+20%	+$396K	0.5%	62
2021 Q3	$1.97M	Buy	94,100 +17,000	+22%	+$339K	0.42%	69
2021 Q2	$1.65M	Buy	77,100 +44,500	+137%	+$922K	0.35%	83
2021 Q1	$606K	Buy	32,600 +11,800	+57%	+$201K	0.14%	135
2020 Q4	$287K	Buy	20,800 +10,500	+102%	+$121K	0.07%	169
2020 Q3	$82K	Buy	+10,300	New	+$92.9K	0.02%	207
2020 Q2	–	Sell	-2,782	Closed	-$9K	–	235
2020 Q1	$9K	Sell	2,782 -301,851	-99%	-$4.15M	﹤0.01%	226
2019 Q4	$6M	Sell	304,633 -175,380	-37%	-$3.63M	1.05%	24
2019 Q3	$11.9M	Sell	480,013 -141,039	-23%	-$3.75M	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%	+$15.3M	3.14%	3
2018 Q4	$5.59M	Hold	201,673	–	–	0.88%	34
2018 Q3	$6.04M	Sell	201,673 -7,700	-4%	-$270K	0.75%	40
2018 Q2	$7.49M	Hold	209,373	–	–	0.92%	31
2018 Q1	$6.93M	Buy	209,373 +20,000	+11%	+$762K	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	$6.58M	Buy	153,073 +4,700	+3%	+$207K	0.71%	40
2017 Q1	$6.84M	Buy	148,373 +35,800	+32%	+$1.62M	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%	+$3.73M	0.63%	45
2016 Q1	$643K	Sell	18,047 -16,000	-47%	-$462K	0.11%	156
2015 Q4	$1.24M	Buy	34,047 +15,000	+79%	+$598K	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	+$1.15M	0.24%	95