CX Institutional’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-67
| Closed | -$11K | – | 1132 |
|
|
2022
Q2 | $11K | Buy |
+67
| New | +$11K | ﹤0.01% | 938 |
|
|
2021
Q4 | – | Sell |
-44
| Closed | -$8K | – | 899 |
|
|
2021
Q3 | $8K | Hold |
44
| – | – | ﹤0.01% | 852 |
|
|
2021
Q2 | $9K | Hold |
44
| – | – | ﹤0.01% | 843 |
|
|
2021
Q1 | $9K | Hold |
44
| – | – | ﹤0.01% | 782 |
|
|
2020
Q4 | $9K | Buy |
44
+8
| +22% | +$1.64K | ﹤0.01% | 742 |
|
|
2020
Q3 | $5K | Sell |
36
-6
| -14% | -$833 | ﹤0.01% | 756 |
|
|
2020
Q2 | $7K | Buy |
42
+6
| +17% | +$1K | ﹤0.01% | 631 |
|
|
2020
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 594 |
|
|
2019
Q4 | $8K | Hold |
36
| – | – | ﹤0.01% | 477 |
|
|
2019
Q3 | $7K | Buy |
+36
| New | +$7K | ﹤0.01% | 525 |
|