Advisors Capital Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,041
| Closed | -$562K | – | 353 |
|
|
2020
Q3 | $562K | Buy |
4,041
+243
| +6% | +$33.8K | 0.03% | 227 |
|
|
2020
Q2 | $627K | Buy |
3,798
+222
| +6% | +$36.6K | 0.03% | 200 |
|
|
2020
Q1 | $374K | Buy |
3,576
+256
| +8% | +$26.8K | 0.02% | 227 |
|
|
2019
Q4 | $695K | Buy |
3,320
+379
| +13% | +$79.3K | 0.03% | 231 |
|
|
2019
Q3 | $594K | Buy |
2,941
+240
| +9% | +$48.5K | 0.03% | 214 |
|
|
2019
Q2 | $562K | Buy |
2,701
+603
| +29% | +$125K | 0.03% | 213 |
|
|
2019
Q1 | $411K | Sell |
2,098
-494
| -19% | -$96.8K | 0.03% | 220 |
|
|
2018
Q4 | $363K | Buy |
+2,592
| New | +$363K | 0.03% | 234 |
|