ICA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-244
| Closed | -$58K | – | 1337 |
|
|
2024
Q1 | $58K | Sell |
244
-76
| -24% | -$18.1K | 0.01% | 523 |
|
|
2023
Q4 | $62.3K | Buy |
+320
| New | +$62.3K | 0.01% | 460 |
|
|
2023
Q3 | – | Sell |
-269
| Closed | -$49K | – | 1235 |
|
|
2023
Q2 | $49K | Sell |
269
-110
| -29% | -$20K | 0.01% | 496 |
|
|
2023
Q1 | $69.7K | Hold |
379
| – | – | 0.02% | 411 |
|
|
2022
Q4 | $62K | Buy |
+379
| New | +$62K | 0.01% | 467 |
|