AE Wealth Management’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 |
-2,967
| Closed | -$615K | – | 1988 |
|
|
2023
Q4 | $615K | Buy |
+2,967
| New | +$615K | ﹤0.01% | 1335 |
|
|
2023
Q3 | – | Sell |
-3,179
| Closed | -$579K | – | 2077 |
|
|
2023
Q2 | $579K | Buy |
+3,179
| New | +$579K | ﹤0.01% | 1308 |
|
|
2022
Q2 | – | Sell |
-3,342
| Closed | -$596K | – | 1849 |
|
|
2022
Q1 | $596K | Buy |
+3,342
| New | +$596K | ﹤0.01% | 1141 |
|