EverSource Wealth Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58K | Buy |
395
+387
| +4,838% | +$56.8K | ﹤0.01% | 1516 |
|
|
2025
Q1 | $1.26K | Sell |
8
-117
| -94% | -$18.4K | ﹤0.01% | 3144 |
|
|
2024
Q4 | $21.9K | Buy |
125
+110
| +733% | +$19.3K | ﹤0.01% | 1573 |
|
|
2024
Q3 | $3.15K | Sell |
15
-2
| -12% | -$419 | ﹤0.01% | 2403 |
|
|
2024
Q2 | $3.12K | Sell |
17
-1
| -6% | -$183 | ﹤0.01% | 2398 |
|
|
2024
Q1 | $3.8K | Sell |
18
-15
| -45% | -$3.17K | ﹤0.01% | 2172 |
|
|
2023
Q4 | $6.42K | Buy |
+33
| New | +$6.42K | ﹤0.01% | 1756 |
|