AWM
Avior Wealth Management’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-113
| Closed | -$19.8K | – | 2332 |
|
|
2024
Q4 | $19.8K | Sell |
113
-5
| -4% | -$877 | ﹤0.01% | 1412 |
|
|
2024
Q3 | $24.7K | Sell |
118
-5
| -4% | -$1.05K | ﹤0.01% | 1334 |
|
|
2024
Q2 | $21.8K | Sell |
123
-16
| -12% | -$2.83K | ﹤0.01% | 1332 |
|
|
2024
Q1 | $33K | Buy |
139
+59
| +74% | +$14K | ﹤0.01% | 1394 |
|
|
2023
Q4 | $15.6K | Buy |
+80
| New | +$15.6K | ﹤0.01% | 924 |
|
|
2021
Q4 | – | Sell |
-3,076
| Closed | -$541K | – | 1247 |
|
|
2021
Q3 | $541K | Hold |
3,076
| – | – | 0.04% | 300 |
|
|
2021
Q2 | $596K | Buy |
3,076
+82
| +3% | +$15.9K | 0.06% | 262 |
|
|
2021
Q1 | $626K | Sell |
2,994
-6
| -0.2% | -$1.26K | 0.07% | 252 |
|
|
2020
Q4 | $610K | Hold |
3,000
| – | – | 0.08% | 224 |
|
|
2020
Q3 | $416K | Buy |
3,000
+190
| +7% | +$26.3K | 0.06% | 274 |
|
|
2020
Q2 | $463K | Buy |
2,810
+1,270
| +82% | +$209K | 0.07% | 247 |
|
|
2020
Q1 | $161K | Hold |
1,540
| – | – | 0.03% | 370 |
|
|
2019
Q4 | $322K | Hold |
1,540
| – | – | 0.05% | 311 |
|
|
2019
Q3 | $311K | Buy |
+1,540
| New | +$311K | 0.05% | 293 |
|
|
2019
Q1 | – | Sell |
-752
| Closed | -$105K | – | 729 |
|
|
2018
Q4 | $105K | Sell |
752
-378
| -33% | -$52.8K | 0.03% | 425 |
|
|
2018
Q3 | $227K | Sell |
1,130
-415
| -27% | -$83.4K | 0.05% | 319 |
|
|
2018
Q2 | $294K | Sell |
1,545
-205
| -12% | -$39K | 0.07% | 252 |
|
|
2018
Q1 | $274K | Sell |
1,750
-80
| -4% | -$12.5K | 0.06% | 244 |
|
|
2017
Q4 | $258K | Buy |
+1,830
| New | +$258K | 0.06% | 275 |
|