Axxcess Wealth Management’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,021
| Closed | -$393K | – | 931 |
|
|
2023
Q4 | $393K | Sell |
2,021
-3,064
| -60% | -$596K | 0.01% | 570 |
|
|
2023
Q3 | $956K | Buy |
5,085
+2,243
| +79% | +$422K | 0.03% | 331 |
|
|
2023
Q2 | $517K | Sell |
2,842
-2,804
| -50% | -$511K | 0.04% | 345 |
|
|
2023
Q1 | $1.04M | Buy |
5,646
+1,363
| +32% | +$251K | 0.08% | 218 |
|
|
2022
Q4 | $701K | Buy |
+4,283
| New | +$701K | 0.06% | 293 |
|