Steward Partners Investment Advisory’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 | $188K | Sell |
4,849
-139
| -3% | -$5.38K | ﹤0.01% | 1794 |
|
|
2025
Q1 | $204K | Buy |
4,988
+4,849
| +3,488% | +$199K | ﹤0.01% | 1639 |
|
|
2024
Q4 | $5.34K | Hold |
139
| – | – | ﹤0.01% | 3337 |
|
|
2024
Q3 | $5.32K | Buy |
+139
| New | +$5.32K | ﹤0.01% | 3167 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$1.86K | – | 7425 |
|
|
2021
Q1 | $1.86K | Buy |
+100
| New | +$1.86K | ﹤0.01% | 3236 |
|
|
2020
Q4 | – | Sell |
-256
| Closed | -$2K | – | 3004 |
|
|
2020
Q3 | $2K | Buy |
+256
| New | +$2K | ﹤0.01% | 2611 |
|
|
2019
Q4 | – | Sell |
-424
| Closed | -$10K | – | 2756 |
|
|
2019
Q3 | $10K | Buy |
+424
| New | +$10K | ﹤0.01% | 2007 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$6K | – | 2157 |
|
|
2018
Q3 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 2085 |
|