Beck Bode LLC’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,814
| Closed | -$1.03M | – | 134 |
|
|
2024
Q2 | $1.03M | Buy |
+5,814
| New | +$1.03M | 0.21% | 71 |
|
|
2023
Q4 | – | Sell |
-18,092
| Closed | -$3.4M | – | 152 |
|
|
2023
Q3 | $3.4M | Sell |
18,092
-599
| -3% | -$113K | 0.87% | 43 |
|
|
2023
Q2 | $3.4M | Sell |
18,691
-405
| -2% | -$73.7K | 0.83% | 42 |
|
|
2023
Q1 | $3.51M | Sell |
19,096
-1,133
| -6% | -$208K | 0.86% | 39 |
|
|
2022
Q4 | $3.31M | Buy |
20,229
+17,096
| +546% | +$2.8M | 0.74% | 50 |
|
|
2022
Q3 | $398K | Buy |
+3,133
| New | +$398K | 0.09% | 138 |
|