Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-205
| Closed | -$10K | – | 2648 |
|
|
2018
Q2 | $10K | Buy |
205
+20
| +11% | +$976 | ﹤0.01% | 1568 |
|
|
2018
Q1 | $8K | Hold |
185
| – | – | ﹤0.01% | 1665 |
|
|
2017
Q4 | $9K | Buy |
185
+23
| +14% | +$1.12K | ﹤0.01% | 1657 |
|
|
2017
Q3 | $8K | Buy |
162
+10
| +7% | +$494 | ﹤0.01% | 1676 |
|
|
2017
Q2 | $9K | Hold |
152
| – | – | ﹤0.01% | 1599 |
|
|
2017
Q1 | $9K | Hold |
152
| – | – | ﹤0.01% | 1389 |
|
|
2016
Q4 | $9K | Sell |
152
-1,000
| -87% | -$59.2K | ﹤0.01% | 1278 |
|
|
2016
Q3 | $63K | Sell |
1,152
-9
| -0.8% | -$492 | 0.01% | 717 |
|
|
2016
Q2 | $59K | Hold |
1,161
| – | – | 0.01% | 697 |
|
|
2016
Q1 | $50K | Buy |
1,161
+1,023
| +741% | +$44.1K | 0.01% | 702 |
|
|
2015
Q4 | $7K | Buy |
+138
| New | +$7K | ﹤0.01% | 1296 |
|