Harbor Investment Advisory’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1
| Closed | -$177 | – | 1307 |
|
|
2024
Q2 | $177 | Sell |
1
-7
| -88% | -$1.24K | ﹤0.01% | 1199 |
|
|
2024
Q1 | $1.9K | Buy |
+8
| New | +$1.9K | ﹤0.01% | 1126 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1400 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | -$3K | – | 1407 |
|
|
2022
Q2 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 1215 |
|