UMB Bank’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,513
| Closed | -$73.5K | – | 2195 |
|
|
2023
Q4 | $73.5K | Buy |
+2,513
| New | +$73.5K | ﹤0.01% | 765 |
|
|
2023
Q2 | – | Sell |
-500
| Closed | -$13.2K | – | 1750 |
|
|
2023
Q1 | $13.2K | Hold |
500
| – | – | ﹤0.01% | 1217 |
|
|
2022
Q4 | $13K | Sell |
500
-1,785
| -78% | -$46.4K | ﹤0.01% | 1229 |
|
|
2022
Q3 | $58K | Hold |
2,285
| – | – | ﹤0.01% | 840 |
|
|
2022
Q2 | $55K | Hold |
2,285
| – | – | ﹤0.01% | 895 |
|
|
2022
Q1 | $58K | Sell |
2,285
-1,958
| -46% | -$49.7K | ﹤0.01% | 933 |
|
|
2021
Q4 | $95K | Buy |
+4,243
| New | +$95K | ﹤0.01% | 813 |
|