BWM
WEX icon

BerganKDV Wealth Management’s WEX WEX Stock Holding History

BerganKDV Wealth Management’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-15
Closed -$2.76K – 1089
2023
Q1 		$2.76K Buy
+15
New +$2.76K ﹤0.01% 780