Creative Financial Designs’s WEX WEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$881	Sell	6 -7	-54%	-$1.03K	﹤0.01%	1802
2025 Q1	$2.04K	Hold	13	–	–	﹤0.01%	1662
2024 Q4	$2.28K	Hold	13	–	–	﹤0.01%	1566
2024 Q3	$2.73K	Hold	13	–	–	﹤0.01%	1492
2024 Q2	$2.3K	Hold	13	–	–	﹤0.01%	1465
2024 Q1	$3.09K	Hold	13	–	–	﹤0.01%	1414
2023 Q4	$2.53K	Hold	13	–	–	﹤0.01%	1390
2023 Q3	$2.45K	Hold	13	–	–	﹤0.01%	1312
2023 Q2	$2.37K	Hold	13	–	–	﹤0.01%	1290
2023 Q1	$2.39K	Sell	13 -250	-95%	-$46K	﹤0.01%	1237
2022 Q4	$43K	Hold	263	–	–	0.01%	598
2022 Q3	$33K	Hold	263	–	–	0.01%	628
2022 Q2	$41K	Hold	263	–	–	0.01%	587
2022 Q1	$47K	Hold	263	–	–	0.01%	575
2021 Q4	$37K	Hold	263	–	–	0.01%	629
2021 Q3	$46K	Hold	263	–	–	0.01%	639
2021 Q2	$51K	Hold	263	–	–	0.01%	601
2021 Q1	$55K	Hold	263	–	–	0.01%	541
2020 Q4	$54K	Hold	263	–	–	0.01%	497
2020 Q3	$37K	Hold	263	–	–	0.01%	528
2020 Q2	$43K	Buy	+263	New	+$43K	0.01%	446
2018 Q4	–	Sell	-13	Closed	-$3K	–	768
2018 Q3	$3K	Hold	13	–	–	﹤0.01%	624
2018 Q2	$2K	Hold	13	–	–	﹤0.01%	674
2018 Q1	$2K	Hold	13	–	–	﹤0.01%	628
2017 Q4	$2K	Hold	13	–	–	﹤0.01%	624
2017 Q3	$1K	Hold	13	–	–	﹤0.01%	710
2017 Q2	$1K	Hold	13	–	–	﹤0.01%	727
2017 Q1	$1K	Hold	13	–	–	﹤0.01%	683
2016 Q4	$1K	Buy	+13	New	+$1K	﹤0.01%	694