C.M. Bidwell & Associates’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-376
| Closed | -$73.2K | – | 552 |
|
|
2023
Q4 | $73.2K | Sell |
376
-438
| -54% | -$85.2K | 0.05% | 191 |
|
|
2023
Q3 | $153K | Sell |
814
-464
| -36% | -$87.3K | 0.12% | 151 |
|
|
2023
Q2 | $233K | Sell |
1,278
-188
| -13% | -$34.2K | 0.17% | 107 |
|
|
2023
Q1 | $270K | Sell |
1,466
-41
| -3% | -$7.54K | 0.2% | 83 |
|
|
2022
Q4 | $247K | Sell |
1,507
-54
| -3% | -$8.84K | 0.19% | 91 |
|
|
2022
Q3 | $198K | Buy |
1,561
+1
| +0.1% | +$127 | 0.16% | 113 |
|
|
2022
Q2 | $243K | Sell |
1,560
-195
| -11% | -$30.4K | 0.19% | 90 |
|
|
2022
Q1 | $313K | Buy |
+1,755
| New | +$313K | 0.21% | 80 |
|
|
2020
Q1 | – | Sell |
-14
| Closed | -$3K | – | 471 |
|
|
2019
Q4 | $3K | Hold |
14
| – | – | ﹤0.01% | 371 |
|
|
2019
Q3 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 382 |
|
|
2018
Q4 | – | Sell |
-2,790
| Closed | -$560K | – | 473 |
|
|
2018
Q3 | $560K | Sell |
2,790
-525
| -16% | -$105K | 0.53% | 53 |
|
|
2018
Q2 | $631K | Sell |
3,315
-815
| -20% | -$155K | 0.59% | 49 |
|
|
2018
Q1 | $647K | Buy |
4,130
+1,075
| +35% | +$168K | 0.59% | 48 |
|
|
2017
Q4 | $431K | Buy |
+3,055
| New | +$431K | 0.37% | 69 |
|