Capital Advisors Ltd’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Hold |
38
| – | – | ﹤0.01% | 910 |
|
|
2025
Q1 | $6K | Hold |
38
| – | – | ﹤0.01% | 902 |
|
|
2024
Q4 | $7K | Hold |
38
| – | – | ﹤0.01% | 888 |
|
|
2024
Q3 | $8K | Sell |
38
-3
| -7% | -$632 | ﹤0.01% | 837 |
|
|
2024
Q2 | $7K | Buy |
41
+3
| +8% | +$512 | ﹤0.01% | 858 |
|
|
2024
Q1 | $9K | Hold |
38
| – | – | ﹤0.01% | 749 |
|
|
2023
Q4 | $7K | Hold |
38
| – | – | ﹤0.01% | 772 |
|
|
2023
Q3 | $7K | Hold |
38
| – | – | ﹤0.01% | 751 |
|
|
2023
Q2 | $7K | Buy |
38
+33
| +660% | +$6.08K | ﹤0.01% | 767 |
|
|
2023
Q1 | $1K | Sell |
5
-38
| -88% | -$7.6K | ﹤0.01% | 1141 |
|
|
2022
Q4 | $1K | Buy |
43
+42
| +4,200% | +$977 | ﹤0.01% | 1125 |
|
|
2022
Q3 | $0 | Sell |
1
-2
| -67% | – | ﹤0.01% | 1554 |
|
|
2022
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1354 |
|