Clearstead Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21K | Buy |
+143
| New | +$21K | ﹤0.01% | 1602 |
|
|
2025
Q1 | – | Sell |
-44
| Closed | -$7.72K | – | 2317 |
|
|
2024
Q4 | $7.72K | Buy |
44
+5
| +13% | +$877 | ﹤0.01% | 1637 |
|
|
2024
Q3 | $8.18K | Sell |
39
-28
| -42% | -$5.87K | ﹤0.01% | 1619 |
|
|
2024
Q2 | $11.9K | Buy |
+67
| New | +$11.9K | ﹤0.01% | 1514 |
|
|
2023
Q4 | – | Sell |
-587
| Closed | -$110K | – | 1649 |
|
|
2023
Q3 | $110K | Buy |
+587
| New | +$110K | ﹤0.01% | 702 |
|
|
2022
Q3 | – | Sell |
-700
| Closed | -$109K | – | 1374 |
|
|
2022
Q2 | $109K | Sell |
700
-2,749
| -80% | -$428K | 0.01% | 485 |
|
|
2022
Q1 | $615K | Buy |
3,449
+2,749
| +393% | +$490K | 0.04% | 235 |
|
|
2021
Q4 | $98K | Hold |
700
| – | – | 0.01% | 527 |
|
|
2021
Q3 | $123K | Hold |
700
| – | – | 0.01% | 441 |
|
|
2021
Q2 | $136K | Hold |
700
| – | – | 0.01% | 405 |
|
|
2021
Q1 | $146K | Hold |
700
| – | – | 0.01% | 373 |
|
|
2020
Q4 | $142K | Buy |
+700
| New | +$142K | 0.01% | 360 |
|