CIBC Bank USA’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,205
| Closed | -$251K | – | 273 |
|
|
2015
Q2 | $251K | Hold |
2,205
| – | – | 0.04% | 227 |
|
|
2015
Q1 | $237K | Hold |
2,205
| – | – | 0.04% | 232 |
|
|
2014
Q4 | $218K | Hold |
2,205
| – | – | 0.04% | 266 |
|
|
2014
Q3 | $243K | Sell |
2,205
-35
| -2% | -$3.86K | 0.05% | 255 |
|
|
2014
Q2 | $235K | Hold |
2,240
| – | – | 0.04% | 264 |
|
|
2014
Q1 | $213K | Hold |
2,240
| – | – | 0.04% | 290 |
|
|
2013
Q4 | $222K | Buy |
+2,240
| New | +$222K | 0.05% | 281 |
|
|
2013
Q3 | – | Sell |
-2,860
| Closed | -$220K | – | 314 |
|
|
2013
Q2 | $220K | Buy |
+2,860
| New | +$220K | 0.01% | 287 |
|