USCA RIA’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $278K | Hold |
12,963
| – | – | 0.02% | 483 |
|
|
2021
Q1 | $241K | Hold |
12,963
| – | – | 0.02% | 475 |
|
|
2020
Q4 | $179K | Hold |
12,963
| – | – | 0.01% | 458 |
|
|
2020
Q3 | $104K | Sell |
12,963
-3,050
| -19% | -$24.5K | 0.01% | 446 |
|
|
2020
Q2 | $161K | Buy |
+16,013
| New | +$161K | 0.01% | 416 |
|
|
2019
Q3 | – | Sell |
-8,617
| Closed | -$265K | – | 475 |
|
|
2019
Q2 | $265K | Hold |
8,617
| – | – | 0.03% | 374 |
|
|
2019
Q1 | $270K | Buy |
+8,617
| New | +$270K | 0.03% | 361 |
|