FORA Capital’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,688
| Closed | -$1.59M | – | 554 |
|
|
2024
Q1 | $1.59M | Sell |
6,688
-123
| -2% | -$29.2K | 0.13% | 186 |
|
|
2023
Q4 | $1.33M | Buy |
6,811
+4,007
| +143% | +$780K | 0.11% | 217 |
|
|
2023
Q3 | $527K | Sell |
2,804
-2,748
| -49% | -$517K | 0.05% | 323 |
|
|
2023
Q2 | $1.01M | Buy |
5,552
+2,398
| +76% | +$437K | 0.14% | 159 |
|
|
2023
Q1 | $580K | Buy |
+3,154
| New | +$580K | 0.06% | 331 |
|
|
2021
Q4 | – | Sell |
-2,280
| Closed | -$402K | – | 482 |
|
|
2021
Q3 | $402K | Buy |
2,280
+2,075
| +1,012% | +$366K | 0.1% | 235 |
|
|
2021
Q2 | $40K | Buy |
+205
| New | +$40K | 0.01% | 749 |
|
|
2020
Q4 | – | Sell |
-1,641
| Closed | -$228K | – | 1157 |
|
|
2020
Q3 | $228K | Buy |
+1,641
| New | +$228K | 0.15% | 152 |
|
|
2020
Q2 | – | Sell |
-1,515
| Closed | -$158K | – | 1354 |
|
|
2020
Q1 | $158K | Sell |
1,515
-602
| -28% | -$62.8K | 0.03% | 503 |
|
|
2019
Q4 | $443K | Buy |
+2,117
| New | +$443K | 0.04% | 422 |
|