Ellevest Inc’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-308
| Closed | -$56.6K | – | 1639 |
|
|
2023
Q1 | $56.6K | Sell |
308
-22
| -7% | -$4.05K | ﹤0.01% | 571 |
|
|
2022
Q4 | $54K | Buy |
330
+7
| +2% | +$1.15K | ﹤0.01% | 586 |
|
|
2022
Q3 | $41K | Sell |
323
-25
| -7% | -$3.17K | ﹤0.01% | 638 |
|
|
2022
Q2 | $54K | Sell |
348
-2
| -0.6% | -$310 | 0.01% | 548 |
|
|
2022
Q1 | $62K | Sell |
350
-131
| -27% | -$23.2K | 0.01% | 484 |
|
|
2021
Q4 | $68K | Sell |
481
-51
| -10% | -$7.21K | 0.01% | 453 |
|
|
2021
Q3 | $94K | Sell |
532
-123
| -19% | -$21.7K | 0.01% | 384 |
|
|
2021
Q2 | $127K | Sell |
655
-135
| -17% | -$26.2K | 0.01% | 336 |
|
|
2021
Q1 | $165K | Buy |
790
+16
| +2% | +$3.34K | 0.02% | 261 |
|
|
2020
Q4 | $158K | Sell |
774
-15
| -2% | -$3.06K | 0.02% | 213 |
|
|
2020
Q3 | $110K | Buy |
789
+114
| +17% | +$15.9K | 0.02% | 235 |
|
|
2020
Q2 | $111K | Buy |
675
+402
| +147% | +$66.1K | 0.02% | 188 |
|
|
2020
Q1 | $29K | Buy |
273
+71
| +35% | +$7.54K | 0.01% | 358 |
|
|
2019
Q4 | $42K | Buy |
+202
| New | +$42K | 0.01% | 231 |
|