Janney 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 |
-2,415
| Closed | -$425K | – | 207 |
|
2021
Q3 | $425K | Sell |
2,415
-19
| -0.8% | -$3.34K | 0.03% | 152 |
|
2021
Q2 | $472K | Buy |
2,434
+44
| +2% | +$8.53K | 0.03% | 149 |
|
2021
Q1 | $500K | Buy |
2,390
+12
| +0.5% | +$2.51K | 0.03% | 138 |
|
2020
Q4 | $484K | Sell |
2,378
-16
| -0.7% | -$3.26K | 0.03% | 140 |
|
2020
Q3 | $333K | Sell |
2,394
-47
| -2% | -$6.54K | 0.02% | 164 |
|
2020
Q2 | $403K | Sell |
2,441
-224
| -8% | -$37K | 0.03% | 147 |
|
2020
Q1 | $279K | Sell |
2,665
-226
| -8% | -$23.7K | 0.02% | 161 |
|
2019
Q4 | $606K | Sell |
2,891
-9
| -0.3% | -$1.89K | 0.03% | 136 |
|
2019
Q3 | $586K | Sell |
2,900
-110
| -4% | -$22.2K | 0.03% | 128 |
|
2019
Q2 | $626K | Buy |
3,010
+293
| +11% | +$60.9K | 0.03% | 115 |
|
2019
Q1 | $522K | Sell |
2,717
-18
| -0.7% | -$3.46K | 0.03% | 130 |
|
2018
Q4 | $383K | Sell |
2,735
-465
| -15% | -$65.1K | 0.02% | 140 |
|
2018
Q3 | $642K | Buy |
3,200
+13
| +0.4% | +$2.61K | 0.03% | 128 |
|
2018
Q2 | $607K | Sell |
3,187
-201
| -6% | -$38.3K | 0.03% | 127 |
|
2018
Q1 | $531K | Sell |
3,388
-392
| -10% | -$61.4K | 0.02% | 127 |
|
2017
Q4 | $533K | Buy |
3,780
+169
| +5% | +$23.8K | 0.02% | 135 |
|
2017
Q3 | $405K | Buy |
3,611
+1,134
| +46% | +$127K | 0.02% | 159 |
|
2017
Q2 | $258K | Buy |
2,477
+205
| +9% | +$21.4K | 0.01% | 158 |
|
2017
Q1 | $235K | Buy |
+2,272
| New | +$235K | 0.01% | 157 |
|