CVA Family Office’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3
| Closed | -$471 | – | 1462 |
|
|
2025
Q1 | $471 | Buy |
+3
| New | +$471 | ﹤0.01% | 1308 |
|
|
2023
Q2 | – | Sell |
-5
| Closed | -$919 | – | 1073 |
|
|
2023
Q1 | $919 | Buy |
+5
| New | +$919 | ﹤0.01% | 909 |
|
|
2022
Q4 | – | Sell |
-250
| Closed | -$32K | – | 1013 |
|
|
2022
Q3 | $32K | Hold |
250
| – | – | 0.01% | 457 |
|
|
2022
Q2 | $39K | Sell |
250
-30
| -11% | -$4.68K | 0.01% | 419 |
|
|
2022
Q1 | $50K | Buy |
280
+55
| +24% | +$9.82K | 0.01% | 403 |
|
|
2021
Q4 | $32K | Buy |
+225
| New | +$32K | 0.01% | 444 |
|
|
2021
Q2 | – | Sell |
-15
| Closed | -$3K | – | 985 |
|
|
2021
Q1 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 690 |
|