Golden State Wealth Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441 | Hold |
3
| – | – | ﹤0.01% | 1502 |
|
|
2025
Q1 | $471 | Hold |
3
| – | – | ﹤0.01% | 1512 |
|
|
2024
Q4 | $526 | Buy |
+3
| New | +$526 | ﹤0.01% | 1427 |
|
|
2020
Q2 | – | Sell |
-4
| Closed | – | – | 905 |
|
|
2020
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1013 |
|
|
2019
Q4 | – | Sell |
-4
| Closed | -$1K | – | 943 |
|
|
2019
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 1031 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1149 |
|
|
2019
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1085 |
|