Summit Securities Group’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-900
| Closed | -$24K | – | 1117 |
|
|
2022
Q4 | $24K | Buy |
900
+875
| +3,500% | +$23.3K | ﹤0.01% | 645 |
|
|
2022
Q3 | $1K | Sell |
25
-675
| -96% | -$27K | ﹤0.01% | 671 |
|
|
2022
Q2 | $17K | Buy |
+700
| New | +$17K | ﹤0.01% | 598 |
|
|
2015
Q4 | – | Sell |
-35
| Closed | -$1K | – | 401 |
|
|
2015
Q3 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 279 |
|
|
2014
Q3 | – | Sell |
-1
| Closed | – | – | 647 |
|
|
2014
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 558 |
|