Chartwell Investment Partners’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-9,654
| Closed | -$1.94M | – | 472 |
|
|
2018
Q3 | $1.94M | Buy |
9,654
+751
| +8% | +$151K | 0.06% | 392 |
|
|
2018
Q2 | $1.7M | Buy |
8,903
+1,434
| +19% | +$273K | 0.05% | 395 |
|
|
2018
Q1 | $1.17M | Hold |
7,469
| – | – | 0.04% | 365 |
|
|
2017
Q4 | $1.06M | Buy |
7,469
+1,611
| +28% | +$228K | 0.04% | 380 |
|
|
2017
Q3 | $657K | Sell |
5,858
-1,608
| -22% | -$180K | 0.02% | 394 |
|
|
2017
Q2 | $778K | Buy |
7,466
+220
| +3% | +$22.9K | 0.03% | 372 |
|
|
2017
Q1 | $750K | Buy |
+7,246
| New | +$750K | 0.03% | 368 |
|