CFAM
Coury Firm Asset Management’s WEX WEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $259K | Hold |
1,375
| – | – | 0.41% | 37 |
|
|
2023
Q2 | $250K | Sell |
1,375
-475
| -26% | -$86.5K | 0.36% | 46 |
|
|
2023
Q1 | $340K | Hold |
1,850
| – | – | 0.48% | 37 |
|
|
2022
Q4 | $303K | Hold |
1,850
| – | – | 0.45% | 35 |
|
|
2022
Q3 | $235K | Hold |
1,850
| – | – | 0.35% | 42 |
|
|
2022
Q2 | $288K | Hold |
1,850
| – | – | 0.38% | 36 |
|
|
2022
Q1 | $330K | Buy |
1,850
+95
| +5% | +$16.9K | 0.29% | 45 |
|
|
2021
Q4 | $246K | Buy |
+1,755
| New | +$246K | 0.19% | 53 |
|