Glassman Wealth Services’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-52
| Closed | -$10.1K | – | 1819 |
|
|
2023
Q4 | $10.1K | Sell |
52
-13
| -20% | -$2.53K | ﹤0.01% | 881 |
|
|
2023
Q3 | $12.2K | Buy |
65
+12
| +23% | +$2.26K | ﹤0.01% | 797 |
|
|
2023
Q2 | $9.65K | Buy |
53
+9
| +20% | +$1.64K | ﹤0.01% | 823 |
|
|
2023
Q1 | $8.09K | Sell |
44
-9
| -17% | -$1.66K | ﹤0.01% | 873 |
|
|
2022
Q4 | $8.67K | Buy |
53
+2
| +4% | +$327 | ﹤0.01% | 871 |
|
|
2022
Q3 | $6K | Buy |
51
+2
| +4% | +$235 | ﹤0.01% | 967 |
|
|
2022
Q2 | $8K | Hold |
49
| – | – | ﹤0.01% | 886 |
|
|
2022
Q1 | $9K | Buy |
49
+9
| +23% | +$1.65K | ﹤0.01% | 872 |
|
|
2021
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 952 |
|
|
2021
Q3 | $7K | Buy |
40
+2
| +5% | +$350 | ﹤0.01% | 878 |
|
|
2021
Q2 | $7K | Buy |
38
+1
| +3% | +$184 | ﹤0.01% | 850 |
|
|
2021
Q1 | $8K | Hold |
37
| – | – | ﹤0.01% | 777 |
|
|
2020
Q4 | $8K | Hold |
37
| – | – | ﹤0.01% | 780 |
|
|
2020
Q3 | $5K | Hold |
37
| – | – | ﹤0.01% | 808 |
|
|
2020
Q2 | $6K | Buy |
37
+32
| +640% | +$5.19K | ﹤0.01% | 600 |
|
|
2020
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1016 |
|