Stokes Capital Advisors’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-12,890
| Closed | -$321K | – | 76 |
|
|
2019
Q3 | $321K | Sell |
12,890
-820
| -6% | -$20.4K | 0.17% | 67 |
|
|
2019
Q2 | $422K | Sell |
13,710
-775
| -5% | -$23.9K | 0.24% | 66 |
|
|
2019
Q1 | $454K | Buy |
+14,485
| New | +$454K | 0.27% | 70 |
|
|
2018
Q3 | – | Sell |
-6,545
| Closed | -$234K | – | 90 |
|
|
2018
Q2 | $234K | Hold |
6,545
| – | – | 0.15% | 85 |
|
|
2018
Q1 | $217K | Buy |
+6,545
| New | +$217K | 0.14% | 88 |
|