Berman Capital Advisors’s WEX WEX Stock Holding History

Berman Capital Advisors’s Portfolio WEX Stock Details WEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$72K	Buy
2021 Q2	$52K	Buy
2021 Q1	$54K	Buy
2020 Q4	$37K	Buy
2020 Q3	$23K	Buy
2020 Q2	$27K	Buy
2020 Q1	$2K	Buy
2019 Q4	$2K	Hold
2019 Q3	$2K	Hold
2019 Q2	$2K	Hold
2019 Q1	$2K	Buy