Evergreen Capital Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,701
| Closed | -$356K | – | 488 |
|
|
2019
Q4 | $356K | Hold |
1,701
| – | – | 0.03% | 314 |
|
|
2019
Q3 | $344K | Hold |
1,701
| – | – | 0.03% | 284 |
|
|
2019
Q2 | $354K | Hold |
1,701
| – | – | 0.03% | 284 |
|
|
2019
Q1 | $327K | Buy |
1,701
+21
| +1% | +$4.04K | 0.03% | 269 |
|
|
2018
Q4 | $235K | Sell |
1,680
-20
| -1% | -$2.8K | 0.02% | 315 |
|
|
2018
Q3 | $341K | Buy |
1,700
+51
| +3% | +$10.2K | 0.03% | 263 |
|
|
2018
Q2 | $314K | Hold |
1,649
| – | – | 0.03% | 261 |
|
|
2018
Q1 | $258K | Buy |
+1,649
| New | +$258K | 0.02% | 290 |
|