Venturi Wealth Management’s Western Gas Partners Lp WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,000
| Closed | -$216K | – | 277 |
|
|
2018
Q4 | $216K | Buy |
+5,000
| New | +$216K | 0.03% | 242 |
|
|
2017
Q4 | – | Sell |
-36,829
| Closed | -$1.89M | – | 204 |
|
|
2017
Q3 | $1.89M | Buy |
36,829
+2,117
| +6% | +$109K | 0.4% | 85 |
|
|
2017
Q2 | $1.94M | Buy |
34,712
+1,292
| +4% | +$72.3K | 0.44% | 80 |
|
|
2017
Q1 | $1.99M | Buy |
33,420
+4,360
| +15% | +$260K | 0.46% | 73 |
|
|
2016
Q4 | $1.71M | Buy |
+29,060
| New | +$1.71M | 0.48% | 66 |
|
|
2016
Q3 | – | Sell |
-24,989
| Closed | -$1.26M | – | 154 |
|
|
2016
Q2 | $1.26M | Buy |
24,989
+390
| +2% | +$19.6K | 0.43% | 65 |
|
|
2016
Q1 | $1.07M | Buy |
24,599
+3,371
| +16% | +$146K | 0.4% | 66 |
|
|
2015
Q4 | $1.01M | Buy |
+21,228
| New | +$1.01M | 0.46% | 61 |
|