Albion Financial Group’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-60
| Closed | -$9.82K | – | 488 |
|
|
2022
Q4 | $9.82K | Hold |
60
| – | – | ﹤0.01% | 307 |
|
|
2022
Q3 | $8K | Hold |
60
| – | – | ﹤0.01% | 325 |
|
|
2022
Q2 | $9K | Hold |
60
| – | – | ﹤0.01% | 324 |
|
|
2022
Q1 | $11K | Hold |
60
| – | – | ﹤0.01% | 359 |
|
|
2021
Q4 | $8K | Hold |
60
| – | – | ﹤0.01% | 424 |
|
|
2021
Q3 | $11K | Hold |
60
| – | – | ﹤0.01% | 368 |
|
|
2021
Q2 | $12K | Buy |
+60
| New | +$12K | ﹤0.01% | 366 |
|
|
2020
Q4 | $12K | Buy |
+60
| New | +$12K | ﹤0.01% | 343 |
|