Alta Capital Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,203
| Closed | -$211K | – | 99 |
|
|
2021
Q3 | $211K | Sell |
1,203
-1,203
| -50% | -$211K | 0.01% | 89 |
|
|
2021
Q2 | $466K | Sell |
2,406
-300
| -11% | -$58.1K | 0.01% | 85 |
|
|
2021
Q1 | $566K | Buy |
2,706
+1,443
| +114% | +$302K | 0.02% | 81 |
|
|
2020
Q4 | $257K | Buy |
+1,263
| New | +$257K | 0.01% | 81 |
|
|
2020
Q3 | – | Sell |
-2,752
| Closed | -$454K | – | 92 |
|
|
2020
Q2 | $454K | Buy |
+2,752
| New | +$454K | 0.02% | 84 |
|
|
2020
Q1 | – | Sell |
-1,055
| Closed | -$220K | – | 98 |
|
|
2019
Q4 | $220K | Sell |
1,055
-90
| -8% | -$18.8K | 0.01% | 86 |
|
|
2019
Q3 | $231K | Sell |
1,145
-245
| -18% | -$49.4K | 0.02% | 86 |
|
|
2019
Q2 | $289K | Hold |
1,390
| – | – | 0.02% | 81 |
|
|
2019
Q1 | $266K | Buy |
+1,390
| New | +$266K | 0.02% | 81 |
|