Connectus Wealth’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,374
| Closed | -$1.89M | – | 529 |
|
|
2023
Q2 | $1.89M | Buy |
10,374
+206
| +2% | +$37.5K | 0.04% | 225 |
|
|
2023
Q1 | $1.87M | Buy |
10,168
+1,030
| +11% | +$189K | 0.05% | 228 |
|
|
2022
Q4 | $1.5M | Buy |
9,138
+703
| +8% | +$115K | 0.04% | 236 |
|
|
2022
Q3 | $1.07M | Buy |
+8,435
| New | +$1.07M | 0.02% | 328 |
|