TWMP
Taylor Wealth Management Partners’s Western Midstream Partners WES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,100
| Closed | -$93K | – | 134 |
|
|
2018
Q3 | $93K | Hold |
3,100
| – | – | 0.04% | 66 |
|
|
2018
Q2 | $111K | Hold |
3,100
| – | – | 0.05% | 59 |
|
|
2018
Q1 | $103K | Hold |
3,100
| – | – | 0.05% | 63 |
|
|
2017
Q4 | $115K | Sell |
3,100
-1,500
| -33% | -$55.6K | 0.05% | 77 |
|
|
2017
Q3 | $189K | Hold |
4,600
| – | – | 0.08% | 66 |
|
|
2017
Q2 | $198K | Hold |
4,600
| – | – | 0.09% | 60 |
|
|
2017
Q1 | $212K | Buy |
4,600
+4,200
| +1,050% | +$194K | 0.1% | 60 |
|
|
2016
Q4 | $17K | Hold |
400
| – | – | 0.01% | 121 |
|
|
2016
Q3 | $17K | Sell |
400
-1,200
| -75% | -$51K | 0.01% | 112 |
|
|
2016
Q2 | $61K | Buy |
1,600
+800
| +100% | +$30.5K | 0.02% | 83 |
|
|
2016
Q1 | $29K | Sell |
800
-147,485
| -99% | -$5.35M | 0.01% | 93 |
|
|
2015
Q4 | $5.38M | Buy |
148,285
+62,214
| +72% | +$2.26M | 2.32% | 18 |
|
|
2015
Q3 | $3.39M | Sell |
86,071
-97,904
| -53% | -$3.86M | 1.64% | 24 |
|
|
2015
Q2 | $11M | Buy |
183,975
+660
| +0.4% | +$39.6K | 3.52% | 5 |
|
|
2015
Q1 | $11M | Buy |
+183,315
| New | +$11M | 3.45% | 7 |
|