Convergence Investment Partners’s WEX WEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,231
Closed -$226K 205
2023
Q1
$226K Buy
+1,231
New +$226K 0.13% 153
2022
Q4
Sell
-1,963
Closed -$249K 251
2022
Q3
$249K Sell
1,963
-291
-13% -$36.9K 0.16% 129
2022
Q2
$351K Buy
+2,254
New +$351K 0.21% 111