Column Capital Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $94K | Sell |
500
-23
| -4% | -$4.33K | 0.01% | 229 |
|
|
2023
Q2 | $95.2K | Hold |
523
| – | – | 0.01% | 226 |
|
|
2023
Q1 | $96.2K | Hold |
523
| – | – | 0.01% | 231 |
|
|
2022
Q4 | $85.6K | Hold |
523
| – | – | 0.01% | 225 |
|
|
2022
Q3 | $66K | Hold |
523
| – | – | 0.01% | 237 |
|
|
2022
Q2 | $81K | Hold |
523
| – | – | 0.02% | 221 |
|
|
2022
Q1 | $93K | Sell |
523
-183
| -26% | -$32.5K | 0.02% | 210 |
|
|
2021
Q4 | $99K | Hold |
706
| – | – | 0.02% | 205 |
|
|
2021
Q3 | $124K | Sell |
706
-32
| -4% | -$5.62K | 0.03% | 164 |
|
|
2021
Q2 | $143K | Sell |
738
-45
| -6% | -$8.72K | 0.03% | 150 |
|
|
2021
Q1 | $164K | Sell |
783
-49
| -6% | -$10.3K | 0.04% | 132 |
|
|
2020
Q4 | $169K | Sell |
832
-13
| -2% | -$2.64K | 0.04% | 119 |
|
|
2020
Q3 | $117K | Hold |
845
| – | – | 0.04% | 144 |
|
|
2020
Q2 | $139K | Buy |
845
+131
| +18% | +$21.5K | 0.05% | 117 |
|
|
2020
Q1 | $75K | Buy |
714
+117
| +20% | +$12.3K | 0.03% | 151 |
|
|
2019
Q4 | $125K | Buy |
+597
| New | +$125K | 0.06% | 122 |
|