Bruce G. Allen Investments’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $588 | Sell |
4
-14
| -78% | -$2.06K | ﹤0.01% | 923 |
|
|
2025
Q1 | $2.83K | Sell |
18
-1
| -5% | -$157 | ﹤0.01% | 648 |
|
|
2024
Q4 | $3.33K | Buy |
19
+1
| +6% | +$175 | ﹤0.01% | 638 |
|
|
2024
Q3 | $3.78K | Hold |
18
| – | – | ﹤0.01% | 624 |
|
|
2024
Q2 | $3.19K | Hold |
18
| – | – | ﹤0.01% | 625 |
|
|
2024
Q1 | $4.28K | Sell |
18
-4
| -18% | -$950 | ﹤0.01% | 616 |
|
|
2023
Q4 | $4.28K | Buy |
+22
| New | +$4.28K | ﹤0.01% | 613 |
|