Disciplined Investments’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14
| Closed | -$2.55K | – | 1546 |
|
|
2023
Q2 | $2.55K | Sell |
14
-1
| -7% | -$182 | ﹤0.01% | 567 |
|
|
2023
Q1 | $2.76K | Buy |
15
+12
| +400% | +$2.21K | ﹤0.01% | 550 |
|
|
2022
Q4 | $491 | Sell |
3
-8
| -73% | -$1.31K | ﹤0.01% | 1196 |
|
|
2022
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 1133 |
|
|
2022
Q2 | $2K | Buy |
11
+1
| +10% | +$182 | ﹤0.01% | 760 |
|
|
2022
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 813 |
|
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 478 |
|
|
2021
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 403 |
|
|
2021
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 389 |
|
|
2021
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 347 |
|