Bartlett & Co’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-250
| Closed | -$46K | – | 1189 |
|
|
2023
Q2 | $46K | Hold |
250
| – | – | ﹤0.01% | 687 |
|
|
2023
Q1 | $46K | Buy |
+250
| New | +$46K | ﹤0.01% | 583 |
|
|
2015
Q1 | – | Sell |
-62
| Closed | -$6K | – | 793 |
|
|
2014
Q4 | $6K | Buy |
+62
| New | +$6K | ﹤0.01% | 666 |
|
|
2013
Q4 | – | Sell |
-17
| Closed | -$1K | – | 781 |
|
|
2013
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 794 |
|