Alpha DNA Investment 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 |
-3,177
| Closed | -$618K | – | 251 |
|
|
2023
Q4 | $618K | Buy |
+3,177
| New | +$618K | 0.24% | 75 |
|
|
2023
Q3 | – | Sell |
-4,267
| Closed | -$777K | – | 220 |
|
|
2023
Q2 | $777K | Buy |
+4,267
| New | +$777K | 0.26% | 105 |
|
|
2022
Q2 | – | Sell |
-6,801
| Closed | -$1.21M | – | 174 |
|
|
2022
Q1 | $1.21M | Buy |
+6,801
| New | +$1.21M | 0.85% | 57 |
|