American Portfolios Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $44.4K | Sell |
350
-40
| -10% | -$5.08K | ﹤0.01% | 1779 |
|
|
2022
Q2 | $60.7K | Hold |
390
| – | – | ﹤0.01% | 1655 |
|
|
2022
Q1 | $69.6K | Hold |
390
| – | – | ﹤0.01% | 1722 |
|
|
2021
Q4 | $54.8K | Hold |
390
| – | – | ﹤0.01% | 1824 |
|
|
2021
Q3 | $68.7K | Hold |
390
| – | – | ﹤0.01% | 1619 |
|
|
2021
Q2 | $75.6K | Hold |
390
| – | – | ﹤0.01% | 1523 |
|
|
2021
Q1 | $81.6K | Hold |
390
| – | – | ﹤0.01% | 1400 |
|
|
2020
Q4 | $79.4K | Sell |
390
-56
| -13% | -$11.4K | ﹤0.01% | 1243 |
|
|
2020
Q3 | $62K | Buy |
446
+355
| +390% | +$49.3K | ﹤0.01% | 1246 |
|
|
2020
Q2 | $15K | Buy |
91
+41
| +82% | +$6.77K | ﹤0.01% | 1767 |
|
|
2020
Q1 | $5.23K | Sell |
50
-1,126
| -96% | -$118K | ﹤0.01% | 2076 |
|
|
2019
Q4 | $246K | Buy |
1,176
+1,161
| +7,740% | +$243K | 0.02% | 671 |
|
|
2019
Q3 | $3.03K | Hold |
15
| – | – | ﹤0.01% | 2369 |
|
|
2019
Q2 | $3.12K | Buy |
+15
| New | +$3.12K | ﹤0.01% | 2331 |
|