Harvest Group Wealth Management’s WEX WEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-10
Closed -$2K 720
2020
Q4
$2K Hold
10
﹤0.01% 392
2020
Q3
$1K Hold
10
﹤0.01% 535
2020
Q2
$1K Buy
10
+8
+400% +$800 ﹤0.01% 439
2020
Q1
$0 Sell
2
-17
-89% ﹤0.01% 1043
2019
Q4
$3K Hold
19
﹤0.01% 548
2019
Q3
$4K Hold
19
﹤0.01% 506
2019
Q2
$3K Hold
19
﹤0.01% 485
2019
Q1
$4K Buy
+19
New +$4K ﹤0.01% 455