Invictus RG’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,225
| Closed | -$619K | – | 37 |
|
|
2019
Q1 | $619K | Buy |
+3,225
| New | +$619K | 2.37% | 12 |
|
|
2018
Q3 | – | Sell |
-1,884
| Closed | -$359K | – | 266 |
|
|
2018
Q2 | $359K | Sell |
1,884
-296
| -14% | -$56.4K | 0.3% | 90 |
|
|
2018
Q1 | $341K | Buy |
+2,180
| New | +$341K | 0.23% | 118 |
|
|
2016
Q2 | – | Sell |
-5,094
| Closed | -$425K | – | 739 |
|
|
2016
Q1 | $425K | Sell |
5,094
-4,894
| -49% | -$408K | 0.51% | 43 |
|
|
2015
Q4 | $883K | Buy |
+9,988
| New | +$883K | 0.84% | 8 |
|