AE Wealth Management’s WIX.com WIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,411
| Closed | -$567K | – | 1993 |
|
|
2023
Q4 | $567K | Sell |
4,411
-1,672
| -27% | -$215K | ﹤0.01% | 1373 |
|
|
2023
Q3 | $558K | Sell |
6,083
-1,179
| -16% | -$108K | ﹤0.01% | 1317 |
|
|
2023
Q2 | $568K | Buy |
7,262
+458
| +7% | +$35.8K | ﹤0.01% | 1319 |
|
|
2023
Q1 | $679K | Buy |
+6,804
| New | +$679K | ﹤0.01% | 1207 |
|
|
2022
Q1 | – | Sell |
-2,254
| Closed | -$356K | – | 1817 |
|
|
2021
Q4 | $356K | Sell |
2,254
-422
| -16% | -$66.7K | ﹤0.01% | 1390 |
|
|
2021
Q3 | $524K | Sell |
2,676
-879
| -25% | -$172K | ﹤0.01% | 1154 |
|
|
2021
Q2 | $1.03M | Sell |
3,555
-1,828
| -34% | -$531K | 0.01% | 827 |
|
|
2021
Q1 | $1.5M | Sell |
5,383
-1,612
| -23% | -$450K | 0.02% | 649 |
|
|
2020
Q4 | $1.75M | Sell |
6,995
-1,019
| -13% | -$255K | 0.02% | 536 |
|
|
2020
Q3 | $2.04M | Buy |
8,014
+1,336
| +20% | +$340K | 0.03% | 408 |
|
|
2020
Q2 | $1.71M | Buy |
6,678
+3,463
| +108% | +$887K | 0.03% | 452 |
|
|
2020
Q1 | $324K | Buy |
+3,215
| New | +$324K | 0.01% | 851 |
|