Alta Wealth Advisors’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 |
-2,021
| Closed | -$356K | – | 157 |
|
|
2021
Q3 | $356K | Sell |
2,021
-740
| -27% | -$130K | 0.26% | 114 |
|
|
2021
Q2 | $535K | Sell |
2,761
-49
| -2% | -$9.5K | 0.39% | 94 |
|
|
2021
Q1 | $588K | Hold |
2,810
| – | – | 0.49% | 79 |
|
|
2020
Q4 | $572K | Buy |
+2,810
| New | +$572K | 0.48% | 76 |
|