Howe & Rusling’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-960
| Closed | -$85K | – | 1069 |
|
|
2015
Q4 | $85K | Buy |
960
+90
| +10% | +$7.97K | 0.02% | 217 |
|
|
2015
Q3 | $76K | Hold |
870
| – | – | 0.02% | 226 |
|
|
2015
Q2 | $99K | Buy |
870
+40
| +5% | +$4.55K | 0.02% | 216 |
|
|
2015
Q1 | $89K | Sell |
830
-670
| -45% | -$71.8K | 0.02% | 217 |
|
|
2014
Q4 | $148K | Hold |
1,500
| – | – | 0.04% | 168 |
|
|
2014
Q3 | $165K | Hold |
1,500
| – | – | 0.04% | 152 |
|
|
2014
Q2 | $157K | Sell |
1,500
-248
| -14% | -$26K | 0.04% | 169 |
|
|
2014
Q1 | $166K | Buy |
1,748
+248
| +17% | +$23.6K | 0.04% | 155 |
|
|
2013
Q4 | $149K | Buy |
+1,500
| New | +$149K | 0.04% | 164 |
|