AUA Capital Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-19
| Closed | -$3.11K | – | 333 |
|
|
2022
Q4 | $3.11K | Buy |
19
+2
| +12% | +$327 | ﹤0.01% | 224 |
|
|
2022
Q3 | $2K | Buy |
17
+3
| +21% | +$353 | ﹤0.01% | 287 |
|
|
2022
Q2 | $2K | Buy |
14
+2
| +17% | +$286 | ﹤0.01% | 301 |
|
|
2022
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 313 |
|
|
2021
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 302 |
|
|
2021
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 299 |
|
|
2021
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 291 |
|
|
2021
Q1 | $3K | Hold |
12
| – | – | ﹤0.01% | 263 |
|
|
2020
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 287 |
|
|
2020
Q3 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 257 |
|