Capstone Asset Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $379K | Buy |
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|
2017
Q1 | $356K | Buy |
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|
2016
Q4 | $354K | Buy |
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|
2016
Q3 | $338K | Sell |
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|
2016
Q2 | $290K | Buy |
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|
2016
Q1 | $264K | Sell |
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|
2015
Q4 | $292K | Sell |
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|
2015
Q3 | $344K | Buy |
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|
2015
Q2 | $384K | Buy |
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|
2015
Q1 | $330K | Buy |
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|
2014
Q4 | $267K | Sell |
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|
2014
Q3 | $356K | Buy |
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|
2014
Q2 | $328K | Sell |
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|
2014
Q1 | $331K | Sell |
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|
2013
Q4 | $457K | Sell |
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|
2013
Q3 | $519K | Buy |
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|
2013
Q2 | $434K | Buy |
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