Eaton Financial Holdings’s WEX WEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,548	Closed	-$885K	–	156
2023 Q4	$885K	Sell	4,548 -13,532	-75%	-$2.63M	0.21%	97
2023 Q3	$3.4M	Buy	+18,080	New	+$3.4M	0.91%	36