CSat Investment Advisory’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-270
| Closed | -$38K | – | 966 |
|
|
2020
Q3 | $38K | Buy |
270
+34
| +14% | +$4.79K | ﹤0.01% | 711 |
|
|
2020
Q2 | $39K | Buy |
236
+68
| +40% | +$11.2K | ﹤0.01% | 708 |
|
|
2020
Q1 | $18K | Buy |
168
+28
| +20% | +$3K | ﹤0.01% | 749 |
|
|
2019
Q4 | $29K | Buy |
140
+13
| +10% | +$2.69K | 0.01% | 699 |
|
|
2019
Q3 | $26K | Buy |
127
+23
| +22% | +$4.71K | 0.01% | 658 |
|
|
2019
Q2 | $22K | Buy |
+104
| New | +$22K | 0.01% | 676 |
|