AtonRa Partners’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $295K | Sell |
1,517
-297
| -16% | -$57.8K | 0.59% | 74 |
|
|
2023
Q3 | $341K | Sell |
1,814
-361
| -17% | -$67.9K | 0.72% | 69 |
|
|
2023
Q2 | $396K | Sell |
2,175
-29
| -1% | -$5.28K | 0.61% | 77 |
|
|
2023
Q1 | $405K | Sell |
2,204
-564
| -20% | -$104K | 0.59% | 79 |
|
|
2022
Q4 | $453K | Sell |
2,768
-567
| -17% | -$92.8K | 0.58% | 75 |
|
|
2022
Q3 | $423K | Sell |
3,335
-114
| -3% | -$14.5K | 0.42% | 101 |
|
|
2022
Q2 | $537K | Buy |
+3,449
| New | +$537K | 0.49% | 96 |
|