Bartlett & Co Wealth Management’s WEX WEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.5K	Buy	+17	New	+$2.5K	﹤0.01%	1076
2023 Q3	–	Sell	-250	Closed	-$45.5K	–	1206
2023 Q2	$45.5K	Hold	250	–	–	﹤0.01%	688
2023 Q1	$46K	Buy	+250	New	+$46K	﹤0.01%	582