Wealthspire Advisors (Maryland)’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-24
| Closed | -$1K | – | 2528 |
|
|
2018
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 2373 |
|
|
2018
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 2414 |
|
|
2017
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 2351 |
|
|
2017
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 2160 |
|
|
2017
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 2130 |
|
|
2017
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 1851 |
|
|
2016
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 1688 |
|
|
2016
Q3 | $1K | Sell |
24
-25
| -51% | -$1.04K | ﹤0.01% | 1668 |
|
|
2016
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 1542 |
|
|
2016
Q1 | $2K | Sell |
49
-11
| -18% | -$449 | ﹤0.01% | 1567 |
|
|
2015
Q4 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 1547 |
|