Benjamin F. Edwards & Company’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $18K | Hold |
100
| – | – | ﹤0.01% | 1581 |
|
|
2024
Q1 | $24K | Hold |
100
| – | – | ﹤0.01% | 1485 |
|
|
2023
Q4 | $19K | Hold |
100
| – | – | ﹤0.01% | 1501 |
|
|
2023
Q3 | $19K | Hold |
100
| – | – | ﹤0.01% | 1271 |
|
|
2023
Q2 | $18K | Hold |
100
| – | – | ﹤0.01% | 1304 |
|
|
2023
Q1 | $18K | Hold |
100
| – | – | ﹤0.01% | 1294 |
|
|
2022
Q4 | $16K | Hold |
100
| – | – | ﹤0.01% | 1332 |
|
|
2022
Q3 | $13K | Hold |
100
| – | – | ﹤0.01% | 1347 |
|
|
2022
Q2 | $16K | Hold |
100
| – | – | ﹤0.01% | 1291 |
|
|
2022
Q1 | $18K | Buy |
+100
| New | +$18K | ﹤0.01% | 1258 |
|
|
2021
Q4 | – | Sell |
-76
| Closed | -$13K | – | 1771 |
|
|
2021
Q3 | $13K | Hold |
76
| – | – | ﹤0.01% | 1332 |
|
|
2021
Q2 | $15K | Hold |
76
| – | – | ﹤0.01% | 1294 |
|
|
2021
Q1 | $16K | Hold |
76
| – | – | ﹤0.01% | 1258 |
|
|
2020
Q4 | $15K | Sell |
76
-1,000
| -93% | -$197K | ﹤0.01% | 1207 |
|
|
2020
Q3 | $150K | Buy |
1,076
+976
| +976% | +$136K | 0.01% | 659 |
|
|
2020
Q2 | $17K | Buy |
+100
| New | +$17K | ﹤0.01% | 1167 |
|
|
2019
Q4 | – | Sell |
-18
| Closed | -$4K | – | 1949 |
|
|
2019
Q3 | $4K | Hold |
18
| – | – | ﹤0.01% | 1656 |
|
|
2019
Q2 | $4K | Hold |
18
| – | – | ﹤0.01% | 1707 |
|
|
2019
Q1 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 1584 |
|