CWM
Calamos Wealth Management’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,162
| Closed | -$243K | – | 260 |
|
|
2019
Q4 | $243K | Sell |
1,162
-115
| -9% | -$24K | 0.03% | 215 |
|
|
2019
Q3 | $258K | Hold |
1,277
| – | – | 0.03% | 203 |
|
|
2019
Q2 | $266K | Sell |
1,277
-150
| -11% | -$31.2K | 0.04% | 207 |
|
|
2019
Q1 | $274K | Sell |
1,427
-39
| -3% | -$7.49K | 0.04% | 191 |
|
|
2018
Q4 | $205K | Buy |
+1,466
| New | +$205K | 0.03% | 208 |
|