CYG
Clean Yield Group’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-500
| Closed | -$78.5K | – | 453 |
|
|
2025
Q1 | $78.5K | Hold |
500
| – | – | 0.03% | 194 |
|
|
2024
Q4 | $87.7K | Hold |
500
| – | – | 0.03% | 188 |
|
|
2024
Q3 | $105K | Hold |
500
| – | – | 0.03% | 173 |
|
|
2024
Q2 | $88.6K | Hold |
500
| – | – | 0.03% | 178 |
|
|
2024
Q1 | $119K | Hold |
500
| – | – | 0.05% | 162 |
|
|
2023
Q4 | $97.3K | Hold |
500
| – | – | 0.04% | 178 |
|
|
2023
Q3 | $95.4K | Hold |
500
| – | – | 0.04% | 170 |
|
|
2023
Q2 | $91K | Hold |
500
| – | – | 0.04% | 185 |
|
|
2023
Q1 | $91.9K | Buy |
+500
| New | +$91.9K | 0.04% | 183 |
|