FDx Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,624
| Closed | -$1.04M | – | 1110 |
|
|
2018
Q1 | $1.04M | Sell |
6,624
-1,910
| -22% | -$299K | 0.03% | 503 |
|
|
2017
Q4 | $1.21M | Sell |
8,534
-89
| -1% | -$12.6K | 0.03% | 482 |
|
|
2017
Q3 | $968K | Buy |
8,623
+309
| +4% | +$34.7K | 0.03% | 535 |
|
|
2017
Q2 | $867K | Buy |
8,314
+722
| +10% | +$75.3K | 0.03% | 564 |
|
|
2017
Q1 | $786K | Buy |
7,592
+1,604
| +27% | +$166K | 0.02% | 605 |
|
|
2016
Q4 | $668K | Sell |
5,988
-1,516
| -20% | -$169K | 0.02% | 662 |
|
|
2016
Q3 | $811K | Sell |
7,504
-1,573
| -17% | -$170K | 0.03% | 454 |
|
|
2016
Q2 | $805K | Sell |
9,077
-374
| -4% | -$33.2K | 0.04% | 435 |
|
|
2016
Q1 | $788K | Buy |
9,451
+1,561
| +20% | +$130K | 0.04% | 446 |
|
|
2015
Q4 | $697K | Buy |
7,890
+1,333
| +20% | +$118K | 0.03% | 459 |
|
|
2015
Q3 | $569K | Buy |
6,557
+514
| +9% | +$44.6K | 0.05% | 406 |
|
|
2015
Q2 | $689K | Sell |
6,043
-1,557
| -20% | -$178K | 0.03% | 465 |
|
|
2015
Q1 | $811K | Buy |
7,600
+616
| +9% | +$65.7K | 0.02% | 691 |
|
|
2014
Q4 | $691K | Buy |
6,984
+1,137
| +19% | +$112K | 0.04% | 429 |
|
|
2014
Q3 | $645K | Sell |
5,847
-329
| -5% | -$36.3K | 0.04% | 476 |
|
|
2014
Q2 | $648K | Buy |
6,176
+567
| +10% | +$59.5K | 0.04% | 492 |
|
|
2014
Q1 | $533K | Sell |
5,609
-19
| -0.3% | -$1.81K | 0.04% | 425 |
|
|
2013
Q4 | $557K | Sell |
5,628
-191
| -3% | -$18.9K | 0.06% | 331 |
|
|
2013
Q3 | $511K | Sell |
5,819
-28
| -0.5% | -$2.46K | 0.06% | 291 |
|
|
2013
Q2 | $448K | Buy |
+5,847
| New | +$448K | 0.06% | 280 |
|