International Assets Investment Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-38,800
| Closed | -$185 | – | 1961 |
|
|
2024
Q3 | $185 | Buy |
38,800
+38,615
| +20,873% | +$184 | ﹤0.01% | 1551 |
|
|
2024
Q2 | $32.8K | Buy |
+185
| New | +$32.8K | ﹤0.01% | 1323 |
|
|
2023
Q2 | – | Sell |
-193
| Closed | -$35.5K | – | 1137 |
|
|
2023
Q1 | $35.5K | Buy |
+193
| New | +$35.5K | 0.01% | 729 |
|
|
2021
Q2 | – | Sell |
-545
| Closed | -$112K | – | 1900 |
|
|
2021
Q1 | $112K | Buy |
545
+194
| +55% | +$39.9K | 0.01% | 678 |
|
|
2020
Q4 | $71K | Buy |
+351
| New | +$71K | 0.01% | 727 |
|