J. Goldman & Co’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,938
| Closed | -$1.08M | – | 372 |
|
|
2023
Q2 | $1.08M | Sell |
5,938
-26,053
| -81% | -$4.74M | 0.04% | 162 |
|
|
2023
Q1 | $5.88M | Buy |
31,991
+25,752
| +413% | +$4.74M | 0.24% | 93 |
|
|
2022
Q4 | $1.02M | Buy |
+6,239
| New | +$1.02M | 0.05% | 166 |
|
|
2022
Q2 | – | Sell |
-3,288
| Closed | -$587K | – | 365 |
|
|
2022
Q1 | $587K | Buy |
+3,288
| New | +$587K | 0.03% | 200 |
|
|
2020
Q4 | – | Sell |
-21,869
| Closed | -$3.04M | – | 379 |
|
|
2020
Q3 | $3.04M | Buy |
+21,869
| New | +$3.04M | 0.21% | 105 |
|
|
2018
Q4 | – | Sell |
-33,106
| Closed | -$6.65M | – | 220 |
|
|
2018
Q3 | $6.65M | Buy |
+33,106
| New | +$6.65M | 0.46% | 41 |
|