Horan Securities’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-82
| Closed | -$12K | – | 560 |
|
|
2021
Q4 | $12K | Buy |
+82
| New | +$12K | 0.01% | 305 |
|
|
2021
Q2 | $16K | Hold |
82
| – | – | 0.01% | 254 |
|
|
2021
Q1 | $17K | Sell |
82
-50
| -38% | -$10.4K | 0.01% | 224 |
|
|
2020
Q4 | $27K | Hold |
132
| – | – | 0.02% | 169 |
|
|
2020
Q3 | $18K | Buy |
+132
| New | +$18K | 0.02% | 174 |
|