Jacobi Capital Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-15
| Closed | -$3K | – | 1332 |
|
|
2021
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 1298 |
|
|
2021
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 1247 |
|
|
2021
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 1220 |
|
|
2020
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 1130 |
|
|
2020
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 1131 |
|
|
2020
Q2 | $2K | Hold |
15
| – | – | ﹤0.01% | 1085 |
|
|
2020
Q1 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 997 |
|