Financial Counselors Inc’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 |
-1,225
| Closed | -$257K | – | 556 |
|
2019
Q4 | $257K | Sell |
1,225
-15
| -1% | -$3.15K | 0.01% | 463 |
|
2019
Q3 | $251K | Buy |
1,240
+212
| +21% | +$42.9K | 0.01% | 454 |
|
2019
Q2 | $214K | Sell |
1,028
-240
| -19% | -$50K | 0.01% | 478 |
|
2019
Q1 | $243K | Buy |
+1,268
| New | +$243K | 0.01% | 448 |
|