AGF Investments LLC’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.35M | Buy |
10,626
+4,452
| +72% | +$565K | 0.12% | 210 |
|
|
2022
Q2 | $960K | Buy |
6,174
+1,032
| +20% | +$160K | 0.09% | 90 |
|
|
2022
Q1 | $918K | Buy |
+5,142
| New | +$918K | 0.08% | 104 |
|
|
2019
Q1 | – | Sell |
-210
| Closed | -$29K | – | 751 |
|
|
2018
Q4 | $29K | Buy |
210
+70
| +50% | +$9.67K | ﹤0.01% | 481 |
|
|
2018
Q3 | $28K | Sell |
140
-49
| -26% | -$9.8K | ﹤0.01% | 482 |
|
|
2018
Q2 | $36 | Buy |
+189
| New | +$36 | ﹤0.01% | 509 |
|
|
2018
Q1 | – | Sell |
-270
| Closed | -$38K | – | 821 |
|
|
2017
Q4 | $38K | Sell |
270
-110
| -29% | -$15.5K | 0.01% | 306 |
|
|
2017
Q3 | $44K | Sell |
380
-50
| -12% | -$5.79K | 0.01% | 276 |
|
|
2017
Q2 | $46K | Buy |
+430
| New | +$46K | 0.01% | 268 |
|