CPA
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Compass Planning Associates’s WEX WEX Stock Holding History

Compass Planning Associates’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$11K Hold
75
– – 0.01% 91
2025
Q1 		$11.8K Hold
75
– – 0.01% 93
2024
Q4 		$13.1K Buy
+75
New +$13.1K 0.01% 93