Barbara Oil Co’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-10,000
| Closed | -$884K | – | 80 |
|
|
2015
Q4 | $884K | Hold |
10,000
| – | – | 0.74% | 44 |
|
|
2015
Q3 | $868K | Hold |
10,000
| – | – | 0.77% | 43 |
|
|
2015
Q2 | $1.14M | Hold |
10,000
| – | – | 0.95% | 32 |
|
|
2015
Q1 | $1.07M | Hold |
10,000
| – | – | 0.88% | 36 |
|
|
2014
Q4 | $989K | Hold |
10,000
| – | – | 0.8% | 41 |
|
|
2014
Q3 | $1.1M | Hold |
10,000
| – | – | 0.93% | 35 |
|
|
2014
Q2 | $1.05M | Hold |
10,000
| – | – | 0.89% | 39 |
|
|
2014
Q1 | $951K | Hold |
10,000
| – | – | 0.84% | 42 |
|
|
2013
Q4 | $990K | Buy |
+10,000
| New | +$990K | 0.86% | 41 |
|