CrestPoint Capital Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $297K | Hold |
2,100
| – | – | 0.16% | 153 |
|
|
2017
Q3 | $236K | Hold |
2,100
| – | – | 0.11% | 205 |
|
|
2017
Q2 | $219K | Hold |
2,100
| – | – | 0.1% | 202 |
|
|
2017
Q1 | $217K | Buy |
2,100
+100
| +5% | +$10.3K | 0.1% | 201 |
|
|
2016
Q4 | $223K | Hold |
2,000
| – | – | 0.11% | 207 |
|
|
2016
Q3 | $216K | Buy |
+2,000
| New | +$216K | 0.11% | 210 |
|