Wealth Alliance’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
Q4 | – | Sell |
-5,603
| Closed | -$214K | – | 547 |
|
|
2024
Q3 | $214K | Sell |
5,603
-1,580
| -22% | -$60.5K | 0.03% | 490 |
|
|
2024
Q2 | $285K | Sell |
7,183
-1,878
| -21% | -$74.6K | 0.04% | 395 |
|
|
2024
Q1 | $322K | Sell |
9,061
-3,787
| -29% | -$135K | 0.04% | 381 |
|
|
2023
Q4 | $376K | Buy |
12,848
+458
| +4% | +$13.4K | 0.05% | 319 |
|
|
2023
Q3 | $337K | Sell |
12,390
-2,287
| -16% | -$62.3K | 0.05% | 322 |
|
|
2023
Q2 | $389K | Buy |
14,677
+315
| +2% | +$8.35K | 0.06% | 308 |
|
|
2023
Q1 | $379K | Buy |
14,362
+2,482
| +21% | +$65.4K | 0.06% | 297 |
|
|
2022
Q4 | $319K | Sell |
11,880
-6,053
| -34% | -$163K | 0.06% | 328 |
|
|
2022
Q3 | $451K | Buy |
17,933
+7,156
| +66% | +$180K | 0.09% | 233 |
|
|
2022
Q2 | $262K | Sell |
10,777
-4,593
| -30% | -$112K | 0.05% | 358 |
|
|
2022
Q1 | $388K | Buy |
15,370
+6,208
| +68% | +$157K | 0.08% | 276 |
|
|
2021
Q4 | $204K | Buy |
+9,162
| New | +$204K | 0.04% | 427 |
|