Gideon Capital Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,238
| Closed | -$654K | – | 400 |
|
|
2019
Q3 | $654K | Buy |
+3,238
| New | +$654K | 0.21% | 155 |
|
|
2019
Q1 | – | Sell |
-1,689
| Closed | -$237K | – | 527 |
|
|
2018
Q4 | $237K | Buy |
+1,689
| New | +$237K | 0.1% | 319 |
|
|
2018
Q2 | – | Sell |
-2,442
| Closed | -$382K | – | 509 |
|
|
2018
Q1 | $382K | Buy |
+2,442
| New | +$382K | 0.24% | 170 |
|