TFO Wealth Partners’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-449
| Closed | -$9K | – | 174 |
|
|
2021
Q4 | $9K | Sell |
449
-977
| -69% | -$19.6K | ﹤0.01% | 95 |
|
|
2021
Q3 | $30K | Buy |
1,426
+977
| +218% | +$20.6K | 0.01% | 69 |
|
|
2021
Q2 | $10K | Sell |
449
-977
| -69% | -$21.8K | ﹤0.01% | 68 |
|
|
2021
Q1 | $27K | Buy |
1,426
+977
| +218% | +$18.5K | 0.01% | 94 |
|
|
2020
Q4 | $6K | Sell |
449
-758
| -63% | -$10.1K | ﹤0.01% | 72 |
|
|
2020
Q3 | $10K | Hold |
1,207
| – | – | ﹤0.01% | 81 |
|
|
2020
Q2 | $12K | Hold |
1,207
| – | – | ﹤0.01% | 83 |
|
|
2020
Q1 | $3K | Sell |
1,207
-784
| -39% | -$1.95K | ﹤0.01% | 113 |
|
|
2019
Q4 | $39K | Buy |
+1,991
| New | +$39K | 0.04% | 70 |
|