Cary Street Partners Investment Advisory’s WEX WEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-309
Closed -$58.1K 1782
2023
Q3
$58.1K Buy
309
+278
+897% +$52.3K ﹤0.01% 826
2023
Q2
$5.64K Hold
31
﹤0.01% 1380
2023
Q1
$5.7K Buy
31
+15
+94% +$2.76K ﹤0.01% 1294
2022
Q4
$2.62K Buy
+16
New +$2.62K ﹤0.01% 1462