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 |
|