1620 Investment Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64K | Sell |
18
-139
| -89% | -$20.4K | ﹤0.01% | 582 |
|
|
2025
Q1 | $24.7K | Sell |
157
-23
| -13% | -$3.61K | 0.02% | 363 |
|
|
2024
Q4 | $31.6K | Sell |
180
-8
| -4% | -$1.4K | 0.02% | 339 |
|
|
2024
Q3 | $39.4K | Sell |
188
-263
| -58% | -$55.2K | 0.03% | 332 |
|
|
2024
Q2 | $79.9K | Buy |
+451
| New | +$79.9K | 0.06% | 242 |
|