Colonial Trust Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-30
| Closed | -$6.29K | – | 788 |
|
|
2024
Q3 | $6.29K | Hold |
30
| – | – | ﹤0.01% | 601 |
|
|
2024
Q2 | $5.31K | Hold |
30
| – | – | ﹤0.01% | 604 |
|
|
2024
Q1 | $7.13K | Hold |
30
| – | – | ﹤0.01% | 653 |
|
|
2023
Q4 | $5.84K | Hold |
30
| – | – | ﹤0.01% | 587 |
|
|
2023
Q3 | $5.64K | Hold |
30
| – | – | ﹤0.01% | 592 |
|
|
2023
Q2 | $5.46K | Hold |
30
| – | – | ﹤0.01% | 613 |
|
|
2023
Q1 | $5.52K | Hold |
30
| – | – | ﹤0.01% | 605 |
|
|
2022
Q4 | $4.91K | Buy |
+30
| New | +$4.91K | ﹤0.01% | 619 |
|