Carmichael Hill & Associates’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $105K | Buy |
500
+50
| +11% | +$10.5K | 0.04% | 229 |
|
|
2024
Q2 | $79.7K | Hold |
450
| – | – | 0.03% | 236 |
|
|
2024
Q1 | $107K | Hold |
450
| – | – | 0.04% | 218 |
|
|
2023
Q4 | $87.5K | Hold |
450
| – | – | 0.04% | 226 |
|
|
2023
Q3 | $84.6K | Hold |
450
| – | – | 0.04% | 222 |
|
|
2023
Q2 | $81.9K | Hold |
450
| – | – | 0.04% | 230 |
|
|
2023
Q1 | $82.8K | Hold |
450
| – | – | 0.04% | 218 |
|
|
2022
Q4 | $73.6K | Hold |
450
| – | – | 0.04% | 227 |
|
|
2022
Q3 | $57K | Hold |
450
| – | – | 0.03% | 259 |
|
|
2022
Q2 | $70K | Sell |
450
-300
| -40% | -$46.7K | 0.04% | 239 |
|
|
2022
Q1 | $134K | Buy |
750
+50
| +7% | +$8.93K | 0.06% | 180 |
|
|
2021
Q4 | $98K | Hold |
700
| – | – | 0.04% | 203 |
|
|
2021
Q3 | $123K | Buy |
700
+100
| +17% | +$17.6K | 0.06% | 175 |
|
|
2021
Q2 | $116K | Hold |
600
| – | – | 0.06% | 183 |
|
|
2021
Q1 | $126K | Hold |
600
| – | – | 0.07% | 172 |
|
|
2020
Q4 | $122K | Buy |
600
+100
| +20% | +$20.3K | 0.07% | 169 |
|
|
2020
Q3 | $69K | Buy |
500
+300
| +150% | +$41.4K | 0.05% | 214 |
|
|
2020
Q2 | $33K | Buy |
+200
| New | +$33K | 0.02% | 290 |
|