First Personal Financial Services’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 |
-616
| Closed | -$96K | – | 939 |
|
|
2018
Q1 | $96K | Sell |
616
-362
| -37% | -$56.4K | 0.02% | 319 |
|
|
2017
Q4 | $138K | Sell |
978
-26
| -3% | -$3.67K | 0.03% | 295 |
|
|
2017
Q3 | $113K | Buy |
1,004
+208
| +26% | +$23.4K | 0.02% | 299 |
|
|
2017
Q2 | $83K | Buy |
796
+97
| +14% | +$10.1K | 0.02% | 339 |
|
|
2017
Q1 | $72K | Sell |
699
-169
| -19% | -$17.4K | 0.02% | 334 |
|
|
2016
Q4 | $97K | Buy |
868
+595
| +218% | +$66.5K | 0.03% | 284 |
|
|
2016
Q3 | $30K | Buy |
273
+15
| +6% | +$1.65K | 0.01% | 366 |
|
|
2016
Q2 | $23K | Buy |
+258
| New | +$23K | 0.01% | 402 |
|