FinTrust Capital Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $41.3K | Hold |
197
| – | – | 0.01% | 621 |
|
|
2024
Q2 | $34.9K | Buy |
197
+16
| +9% | +$2.83K | 0.01% | 627 |
|
|
2024
Q1 | $43K | Hold |
181
| – | – | 0.01% | 562 |
|
|
2023
Q4 | $35.2K | Hold |
181
| – | – | 0.01% | 562 |
|
|
2023
Q3 | $34K | Buy |
181
+27
| +18% | +$5.08K | 0.01% | 541 |
|
|
2023
Q2 | $25.2K | Hold |
154
| – | – | 0.01% | 595 |
|
|
2023
Q1 | $25.2K | Hold |
154
| – | – | 0.01% | 594 |
|
|
2022
Q4 | $25.2K | Buy |
+154
| New | +$25.2K | 0.01% | 594 |
|
|
2019
Q2 | – | Sell |
-1
| Closed | – | – | 1274 |
|
|
2019
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1345 |
|
|
2018
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1301 |
|