Charter Oak Capital Management’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 |
-268
| Closed | -$42K | – | 895 |
|
|
2022
Q2 | $42K | Hold |
268
| – | – | 0.01% | 356 |
|
|
2022
Q1 | $48K | Hold |
268
| – | – | 0.01% | 359 |
|
|
2021
Q4 | $38K | Buy |
268
+200
| +294% | +$28.4K | ﹤0.01% | 402 |
|
|
2021
Q3 | $8K | Hold |
68
| – | – | ﹤0.01% | 614 |
|
|
2021
Q2 | $8K | Hold |
68
| – | – | ﹤0.01% | 613 |
|
|
2021
Q1 | $8K | Hold |
68
| – | – | ﹤0.01% | 585 |
|
|
2020
Q4 | $8K | Buy |
+68
| New | +$8K | ﹤0.01% | 547 |
|