ECM
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Evergreen Capital Management’s WEX WEX Stock Holding History

Evergreen Capital Management’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,701
Closed -$356K – 497
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% +$3.55K 0.03% 269
2018
Q4 		$235K Sell
1,680
-20
-1% -$3.29K 0.02% 315
2018
Q3 		$341K Buy
1,700
+51
+3% +$9.78K 0.03% 263
2018
Q2 		$314K Hold
1,649
– – 0.03% 261
2018
Q1 		$258K Buy
+1,649
New +$248K 0.02% 290

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