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Dogwood Wealth Management’s WEX WEX Stock Holding History

Dogwood Wealth Management’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-742
Closed -$176K – 668
2024
Q1 		$176K Sell
742
-1,484
-67% -$352K 0.12% 83
2023
Q4 		$433K Buy
+2,226
New +$433K 0.34% 49