Castleview Partners’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-68
| Closed | -$14.3K | – | 619 |
|
|
2024
Q3 | $14.3K | Buy |
68
+23
| +51% | +$4.82K | 0.01% | 499 |
|
|
2024
Q2 | $7.97K | Buy |
45
+19
| +73% | +$3.37K | ﹤0.01% | 555 |
|
|
2024
Q1 | $6.18K | Buy |
26
+11
| +73% | +$2.61K | ﹤0.01% | 593 |
|
|
2023
Q4 | $2.92K | Buy |
+15
| New | +$2.92K | ﹤0.01% | 665 |
|