HFM
WEX icon

Harvest Fund Management’s WEX WEX Stock Holding History

Harvest Fund Management’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-692
Closed -$164K – 773
2024
Q1 		$164K Sell
692
-49
-7% -$10.5K 0.01% 359
2023
Q4 		$144K Sell
741
-613
-45% -$111K 0.02% 273
2023
Q3 		$254K Hold
1,354
– – 0.04% 188
2023
Q2 		$246K Sell
1,354
-512
-27% -$90.7K 0.05% 169
2023
Q1 		$343K Buy
1,866
+540
+41% +$98.4K 0.08% 134
2022
Q4 		$217K Hold
1,326
– – 0.06% 205
2022
Q3 		$169K Hold
1,326
– – 0.05% 210
2022
Q2 		$206K Hold
1,326
– – 0.06% 170
2022
Q1 		$236K Buy
1,326
+1,325
+132,500% +$216K 0.05% 188
2021
Q4 		$0 Hold
1
– – ﹤0.01% 814
2021
Q3 		$0 Hold
1
– – ﹤0.01% 821
2021
Q2 		$0 Sell
1
-19
-95% -$3.9K ﹤0.01% 845
2021
Q1 		$4K Sell
20
-73
-78% -$15.4K ﹤0.01% 785
2020
Q4 		$18K Buy
+93
New +$15.6K ﹤0.01% 498
2018
Q4 		– Sell
-490
Closed -$98K – 465
2018
Q3 		$98K Buy
490
+194
+66% +$37.2K 0.02% 274
2018
Q2 		$56K Buy
+296
New +$51.6K 0.01% 176

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IC
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PCM
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JP Morgan Chase
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