Veritable’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 |
-5,942
| Closed | -$251K | – | 825 |
|
|
2018
Q4 | $251K | Sell |
5,942
-5,238
| -47% | -$221K | 0.01% | 658 |
|
|
2018
Q3 | $488K | Sell |
11,180
-1,328
| -11% | -$58K | 0.01% | 499 |
|
|
2018
Q2 | $605K | Buy |
12,508
+175
| +1% | +$8.47K | 0.01% | 455 |
|
|
2018
Q1 | $526K | Sell |
12,333
-702
| -5% | -$29.9K | 0.01% | 476 |
|
|
2017
Q4 | $627K | Buy |
13,035
+9
| +0.1% | +$433 | 0.01% | 445 |
|
|
2017
Q3 | $668K | Sell |
13,026
-75
| -0.6% | -$3.85K | 0.01% | 428 |
|
|
2017
Q2 | $733K | Buy |
13,101
+768
| +6% | +$43K | 0.02% | 414 |
|
|
2017
Q1 | $746K | Hold |
12,333
| – | – | 0.02% | 387 |
|
|
2016
Q4 | $725K | Sell |
12,333
-4,289
| -26% | -$252K | 0.02% | 371 |
|
|
2016
Q3 | $915K | Buy |
16,622
+165
| +1% | +$9.08K | 0.02% | 330 |
|
|
2016
Q2 | $829K | Hold |
16,457
| – | – | 0.02% | 334 |
|
|
2016
Q1 | $714K | Hold |
16,457
| – | – | 0.02% | 356 |
|
|
2015
Q4 | $782K | Buy |
16,457
+9,870
| +150% | +$469K | 0.02% | 362 |
|
|
2015
Q3 | $308K | Hold |
6,587
| – | – | 0.01% | 567 |
|
|
2015
Q2 | $417K | Sell |
6,587
-2,275
| -26% | -$144K | 0.01% | 504 |
|
|
2015
Q1 | $584K | Hold |
8,862
| – | – | 0.01% | 559 |
|
|
2014
Q4 | $647K | Sell |
8,862
-3,668
| -29% | -$268K | 0.01% | 519 |
|
|
2014
Q3 | $940K | Buy |
12,530
+1,643
| +15% | +$123K | 0.02% | 423 |
|
|
2014
Q2 | $833K | Hold |
10,887
| – | – | 0.02% | 448 |
|
|
2014
Q1 | $721K | Hold |
10,887
| – | – | 0.02% | 476 |
|
|
2013
Q4 | $672K | Buy |
10,887
+600
| +6% | +$37K | 0.01% | 488 |
|
|
2013
Q3 | $619K | Buy |
10,287
+400
| +4% | +$24.1K | 0.01% | 506 |
|
|
2013
Q2 | $642K | Buy |
+9,887
| New | +$642K | 0.02% | 500 |
|