Trek Financial’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
Q4 | – | Sell |
-8,708
| Closed | -$237K | – | 360 |
|
|
2023
Q3 | $237K | Sell |
8,708
-521
| -6% | -$14.2K | 0.02% | 248 |
|
|
2023
Q2 | $245K | Sell |
9,229
-2,224
| -19% | -$59K | 0.02% | 226 |
|
|
2023
Q1 | $302K | Buy |
11,453
+3,991
| +53% | +$105K | 0.03% | 202 |
|
|
2022
Q4 | $200K | Buy |
+7,462
| New | +$200K | 0.02% | 224 |
|
|
2022
Q3 | – | Sell |
-10,318
| Closed | -$251K | – | 242 |
|
|
2022
Q2 | $251K | Buy |
10,318
+1,775
| +21% | +$43.2K | 0.03% | 183 |
|
|
2022
Q1 | $215K | Buy |
+8,543
| New | +$215K | 0.02% | 211 |
|