Advisory Research’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,091
| Closed | -$212K | – | 327 |
|
|
2023
Q4 | $212K | Sell |
1,091
-2,752
| -72% | -$535K | 0.03% | 318 |
|
|
2023
Q3 | $723K | Buy |
+3,843
| New | +$723K | 0.1% | 232 |
|
|
2019
Q4 | – | Sell |
-1,240
| Closed | -$251K | – | 352 |
|
|
2019
Q3 | $251K | Sell |
1,240
-399
| -24% | -$80.8K | 0.01% | 301 |
|
|
2019
Q2 | $341K | Buy |
+1,639
| New | +$341K | 0.01% | 330 |
|