Whittier Trust’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-334
| Closed | -$3K | – | 1519 |
|
|
2020
Q2 | $3K | Hold |
334
| – | – | ﹤0.01% | 1242 |
|
|
2020
Q1 | $1K | Hold |
334
| – | – | ﹤0.01% | 1438 |
|
|
2019
Q4 | $7K | Hold |
334
| – | – | ﹤0.01% | 1192 |
|
|
2019
Q3 | $8K | Hold |
334
| – | – | ﹤0.01% | 1181 |
|
|
2019
Q2 | $10K | Sell |
334
-200
| -37% | -$5.99K | ﹤0.01% | 1079 |
|
|
2019
Q1 | $17K | Buy |
+534
| New | +$17K | ﹤0.01% | 986 |
|
|
2018
Q4 | – | Sell |
-4,600
| Closed | -$138K | – | 1379 |
|
|
2018
Q3 | $138K | Buy |
+4,600
| New | +$138K | ﹤0.01% | 577 |
|