Financial Advocates Investment Management’s WEX WEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,450
Closed -$499K 795
2020
Q4
$499K Sell
2,450
-350
-13% -$71.3K 0.03% 450
2020
Q3
$389K Buy
+2,800
New +$389K 0.03% 413