Financial Architects (New Jersey)’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 |
-7
| Closed | -$1K | – | 935 |
|
|
2019
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 892 |
|
|
2019
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 959 |
|
|
2019
Q2 | $1K | Sell |
7
-409
| -98% | -$58.4K | ﹤0.01% | 1056 |
|
|
2019
Q1 | $80K | Sell |
416
-2
| -0.5% | -$385 | 0.01% | 460 |
|
|
2018
Q4 | $59K | Sell |
418
-37
| -8% | -$5.22K | 0.01% | 468 |
|
|
2018
Q3 | $91K | Hold |
455
| – | – | 0.01% | 430 |
|
|
2018
Q2 | $86K | Buy |
+455
| New | +$86K | 0.02% | 434 |
|