Coppell Advisory Solutions’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22
| Closed | -$3.76K | – | 1870 |
|
|
2024
Q4 | $3.76K | Hold |
22
| – | – | ﹤0.01% | 1395 |
|
|
2024
Q3 | $4.6K | Hold |
22
| – | – | ﹤0.01% | 1276 |
|
|
2024
Q2 | $3.9K | Buy |
+22
| New | +$3.9K | ﹤0.01% | 1254 |
|
|
2023
Q4 | $28.2K | Buy |
+145
| New | +$28.2K | 0.01% | 639 |
|
|
2023
Q3 | – | Sell |
-259
| Closed | -$46.7K | – | 1573 |
|
|
2023
Q2 | $46.7K | Buy |
+259
| New | +$46.7K | 0.01% | 395 |
|