BWA
BDO Wealth Advisors’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5
| Closed | -$920 | – | 1065 |
|
|
2023
Q1 | $920 | Hold |
5
| – | – | ﹤0.01% | 967 |
|
|
2022
Q4 | $818 | Hold |
5
| – | – | ﹤0.01% | 917 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1004 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1017 |
|
|
2022
Q1 | $1K | Sell |
5
-15
| -75% | -$3K | ﹤0.01% | 1033 |
|
|
2021
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 921 |
|
|
2021
Q3 | $4K | Sell |
20
-15
| -43% | -$3K | ﹤0.01% | 889 |
|
|
2021
Q2 | $7K | Buy |
35
+30
| +600% | +$6K | ﹤0.01% | 825 |
|
|
2021
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1116 |
|
|
2020
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 892 |
|
|
2020
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 834 |
|