Atria Wealth Solutions’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,322
| Closed | -$314K | – | 2048 |
|
|
2024
Q1 | $314K | Buy |
1,322
+153
| +13% | +$36.3K | ﹤0.01% | 1521 |
|
|
2023
Q4 | $227K | Sell |
1,169
-61
| -5% | -$11.9K | ﹤0.01% | 1678 |
|
|
2023
Q3 | $231K | Sell |
1,230
-689
| -36% | -$130K | ﹤0.01% | 1581 |
|
|
2023
Q2 | $349K | Sell |
1,919
-126
| -6% | -$22.9K | ﹤0.01% | 1342 |
|
|
2023
Q1 | $376K | Sell |
2,045
-20
| -1% | -$3.68K | 0.01% | 1293 |
|
|
2022
Q4 | $338K | Sell |
2,065
-3
| -0.1% | -$491 | 0.01% | 1285 |
|
|
2022
Q3 | $263K | Buy |
+2,068
| New | +$263K | ﹤0.01% | 1373 |
|