TWMP
WES
Taylor Wealth Management Partners’s Western Gas Partners Lp WES Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-85
| Closed | -$4K | – | 129 |
|
2018
Q4 | $4K | Sell |
85
-11,750
| -99% | -$553K | ﹤0.01% | 109 |
|
2018
Q3 | $517K | Sell |
11,835
-67,767
| -85% | -$2.96M | 0.22% | 48 |
|
2018
Q2 | $3.85M | Sell |
79,602
-1,050
| -1% | -$50.8K | 1.71% | 23 |
|
2018
Q1 | $3.44M | Sell |
80,652
-5,911
| -7% | -$252K | 1.66% | 25 |
|
2017
Q4 | $4.16M | Sell |
86,563
-1,715
| -2% | -$82.5K | 1.77% | 23 |
|
2017
Q3 | $4.53M | Sell |
88,278
-33,020
| -27% | -$1.69M | 2.02% | 21 |
|
2017
Q2 | $6.79M | Sell |
121,298
-40
| -0% | -$2.24K | 3.07% | 10 |
|
2017
Q1 | $7.34M | Sell |
121,338
-25
| -0% | -$1.51K | 3.32% | 11 |
|
2016
Q4 | $7.13M | Sell |
121,363
-11,540
| -9% | -$678K | 3.3% | 10 |
|
2016
Q3 | $7.32M | Buy |
132,903
+43,738
| +49% | +$2.41M | 3.28% | 11 |
|
2016
Q2 | $4.49M | Buy |
89,165
+1,565
| +2% | +$78.9K | 1.8% | 27 |
|
2016
Q1 | $3.8M | Buy |
87,600
+14,890
| +20% | +$646K | 1.79% | 26 |
|
2015
Q4 | $3.46M | Sell |
72,710
-7,765
| -10% | -$369K | 1.49% | 26 |
|
2015
Q3 | $3.77M | Buy |
80,475
+79,475
| +7,948% | +$3.72M | 1.82% | 23 |
|
2015
Q2 | $63K | Hold |
1,000
| – | – | 0.02% | 85 |
|
2015
Q1 | $66K | Buy |
+1,000
| New | +$66K | 0.02% | 74 |
|