Jackson Creek Investment Advisors’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,855
| Closed | -$361K | – | 375 |
|
|
2023
Q4 | $361K | Sell |
1,855
-18
| -1% | -$3.5K | 0.14% | 269 |
|
|
2023
Q3 | $352K | Sell |
1,873
-89
| -5% | -$16.7K | 0.15% | 267 |
|
|
2023
Q2 | $357K | Sell |
1,962
-38
| -2% | -$6.91K | 0.14% | 275 |
|
|
2023
Q1 | $368K | Sell |
2,000
-17
| -0.8% | -$3.13K | 0.15% | 271 |
|
|
2022
Q4 | $330K | Sell |
2,017
-36
| -2% | -$5.89K | 0.15% | 268 |
|
|
2022
Q3 | $261K | Sell |
2,053
-116
| -5% | -$14.7K | 0.12% | 281 |
|
|
2022
Q2 | $361K | Buy |
+2,169
| New | +$361K | 0.15% | 271 |
|