Center for Financial Planning’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3
| Closed | – | – | 690 |
|
|
2022
Q2 | $0 | Sell |
3
-2
| -40% | – | ﹤0.01% | 566 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 528 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 529 |
|
|
2021
Q2 | – | Sell |
-80
| Closed | -$17K | – | 547 |
|
|
2021
Q1 | $17K | Buy |
+80
| New | +$17K | ﹤0.01% | 325 |
|